Harold Jones is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Charles, LA, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
805 West Bayou Pines Dr, Lake Charles, LA, 70601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harold is power of attorney for his daughter and spouse, trustee for the Jones-Price Wealth Management 401k, and has 63% ownership in Jones-Price Wealth Management, LLC. He also has 100% ownership with his spouse in H D Jones Family, LLC; these activities each take minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations33 states
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