![Gerald Jones, financial advisor Long Beach CA](/img/ws/profile-blank-sq.png)
Gerald Jones (CRD# 6199005) is an Investment Advisor Representative working at Fed Advisors, Inc. in Long Beach, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
![, financial advisor Long Beach CA](/img/ws/profile-blank-sq.png)
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fed Advisors, Inc. | Long Beach, CA | Apr 2020 - Current | 4 |
Fed Advisors, Inc Dba Fa Benefits & Insurance Agency | Long Beach, CA | Feb 2018 - Current | 6 |
Gerald Jones Sole-proprietor | Long Beach, CA | Nov 2017 - Jan 2018 | < 1 |
Myfedbenefits | Long Beach, CA | Mar 2015 - Oct 2017 | 2 |
Transamerica | Torrance, CA | Oct 2016 - Jun 2017 | < 1 |
Independent Insurance Agent | Long Beach, CA | Jul 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
S63 | Uniform Securities State Law Examination | Nov 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts28ACCOUNTS
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Average Account Value$101,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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