Suanne Jones
Suanne Jones is a CFP-designated registered investment advisor at American Independent Securities Group, LLC, based in Eugene, OR, with 28 years of industry experience. Suanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.
Fee Estimator
Location
Eugene, OR
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Suanne operates Inspired Retirements, offering insurance sales, estate planning, financial planning, investments, and charitable planning. She is also a speaker and author, selling life, annuity, long-term care, and disability insurance products, dedicating about a quarter of her time to these activities.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
Samco Financial Services, INC.Broker
Afs Brokerage, INC.Broker
Mutual Service CorporationBroker
Intersecurities, INC.
World Group Securities, INC.Broker
Commonwealth Financial NetworkBroker
Intervest International Equities CorporationBroker
State Registrations7 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.
Exams
More Advisors
- Margo Werner, CFP44 Wealth Management LLC
- David Bonebrake, CFPCommonwealth Financial Network
- Scott Sanders, CFPIntegrity Wealth LLC
- Cindy Kleiner, CFPGuiding Financial, LLC
- Jason Polansky, CFAJ.P. Capital Management, INC.
- Matthew Mathiesen, CFPIntegrity Wealth LLC