Todd Jones
Todd Jones is a registered investment advisor at Strategic Portfolio Advisors, INC., based in Long Beach, CA, with 39 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 274 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Portfolio Advisors offers portfolio management services through a wrap fee program. Details about the fees for this service are available in the separate Wrap Fee Program Brochure.
Location
194 Marina Drive, Suite 202, Long Beach, CA, 90803
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Regulatory History (1)
Customer Dispute
February 1998Employment History
Current Registrations
Strategic Portfolio Advisors, INC.
Previous Registrations
Strategic Portfolio Advisors, INC.
Private Equity Investments, INC.
Nations Financial Group, INC.Broker
Diversified Global Capital Group, INC.Broker
Royal Alliance Associates, INC.Broker
Pim Financial Services, INC.Broker
Executive Securities, INCBroker
Crest Capital, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.