Blake Jones
Blake Jones is a registered investment advisor at Janney Montgomery Scott LLC, based in Naples, FL, with 29 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
850 Park Shore Drive, Suite 101, Naples, FL, 34103
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Customer Dispute
November 2008Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
John Hancock Distributors, INC.Broker
State Registrations47 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
- Nila Mohibi, ChFCEdward Jones
- Kodie Fridley, CFPMorgan Stanley
- Tyler Holes, CFPHbks Wealth Advisors
- Nicholas Petralia, CFPLPL Financial LLC
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC
- Timothy Evanson, CFPLPL Financial LLC