Jennifer Jones (CRD# 4637142) is an Investment Advisor Representative working at Gratus Capital, LLC in Raleigh, NC and has over 21 years of experience in the finance industry. Jennifer Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 4293380
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gratus Capital, LLC | Atlanta, GA | Jan 2022 - Current | 2 |
| Gratus Capital, LLC | Atlanta, GA | Jan 2015 - Dec 2021 | 6 |
| Gratus Capital Management, LLC | Atlanta, GA | Jul 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- GA
- NC
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Total Assets Under Management2,745MILLIONS
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Total Number of Accounts2,929ACCOUNTS
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Average Account Value$937,125
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KS, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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