Simone Jones is a registered investment advisor, based in Kennesaw, GA, with 26 years of industry experience.
Location
125 Townpark Drive, Suite 300, Kennesaw, GA, 30144
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
November 2023 - Present · 2 yrs 6 mos
Steward Partners Investment Solutions, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2016 - November 2023 · 7 yrs 3 mos
Wells Fargo Clearing Services, LLC
August 2016 - November 2023 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.
July 2008 - December 2008 · 5 mos
Citigroup Global Markets INC.Broker
August 2005 - December 2008 · 3 yrs 4 mos
Bear, Stearns & CO. INC.Broker
April 2005 - August 2005 · 4 mos
H&r Block Financial Advisors, INC.Broker
May 2003 - April 2005 · 1 yr 11 mos
Wachovia Securities, INC.Broker
October 1999 - February 2003 · 3 yrs 4 mos
First Union Capital Markets CORP.Broker
July 1999 - October 1999 · 3 mos
State Registrations25 states
ALARCACOCTFLGAILLAMAMDMIMONCNMNYOHPASCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.