HJ
HJ

Harold Jones

55 Years of Experience
Clarks Summit, PA
Broker

Harold Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarks Summit, PA, with 55 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 Abington Executive Park, Clarks Summit, PA, 18411

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Harold is an officer (Treasurer) and owner of HJFS Wolfe LLC, a support company, since 2016. He spends minimal time on this activity, primarily paying bills.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2016 - Present · 9 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2013 - December 2013 · 5 mos
Wells Fargo Advisors, LLC
December 2011 - December 2012 · 1 yr
Wells Fargo Advisors, LLCBroker
January 2008 - August 2016 · 8 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
February 1988 - January 2008 · 19 yrs 11 mos
Moseley Securities CorporationBroker
February 1979 - February 1988 · 9 yrs
Moseley, Hallgarten & Estabrook INCBroker
April 1976 - February 1979 · 2 yrs 10 mos
Moseley, Hallgarten & Estabrook INC.Broker
September 1975 - April 1976 · 7 mos
Loeb Rhoades & COBroker
August 1970 - November 1975 · 5 yrs 3 mos
State Registrations9 states
DEFLILNCNJNYPARIWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.