Gerald Jones
Gerald Jones is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gerald is an advisor and board member for the Catholic Foundation of the Diocese of Colorado Springs, Inc. He dedicates minimal time to this role, attending meetings and providing feedback.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Piper Jaffray INC.Broker
State Registrations22 states
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