Jeffrey Jones is a registered investment advisor, based in Centerburg, OH, with 23 years of industry experience.
Location
36 West Main Street, Centerburg, OH, 43011
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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
Corecap Advisors
July 2019 - Present · 7 yrs
Corecap Investments, LLCBroker
July 2019 - Present · 7 yrs
Previous Registrations
Huntington Financial Advisors
March 2018 - July 2019 · 1 yr 4 mos
The Huntington Investment CompanyBroker
March 2018 - July 2019 · 1 yr 4 mos
Strategic Advisers, INC.
September 2002 - July 2017 · 14 yrs 10 mos
Fidelity Brokerage Services LLCBroker
June 2002 - July 2017 · 15 yrs 1 mo
State Registrations10 states
CAFLILKYMINCOHPASCTX
AdvisorBrokerBoth
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
No exam information available for this advisor.