JJ
JJ

Jeffrey Jones

21 Years of Experience
Peoria Heights, IL
Broker

Jeffrey Jones is a registered investment advisor at Raymond James & Associates, INC., based in Peoria Heights, IL, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4541 N Prospect Road, Ste 400, Peoria Heights, IL, 61616

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2012 - Present · 14 yrs 2 mos
Raymond James & Associates, INC.
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Citigroup Global Markets INC.
August 2004 - June 2009 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2004 - June 2009 · 5 yrs
State Registrations28 states
ALARAZCACOFLGAIAILINKYMIMNMOMSNCNYOHOKORRISCSDTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.