Alexander Jones (CRD# 7423710) is an Investment Advisor Representative working at Moon Lasso Asset Management, LLC in Newport, KY and has over 2 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lyondellbasell | Cincinnati, OH | Apr 2023 - Current | 1 |
| Moon Lasso Asset Management, LLC | Newport, KY | Mar 2022 - Current | 2 |
| Moon Lasso Asset Management, LLC | Newport, KY | Apr 2021 - Current | 3 |
| No Employment | Newport, KY | Oct 2020 - Apr 2021 | < 1 |
| Proampac | Cincinnati, OH | Jun 2013 - Sep 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- KY
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,454,769
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
KY
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