BJ
BJ
Brian Jones
23 Years of Experience
Mount Pleasant, IA
1 DisclosureBrokerSells Insurance
Brian Jones is a registered investment advisor, based in Mount Pleasant, IA, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
410 S Grand Avenue, Mount Pleasant, IA, 52641
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Regulatory History (1)
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Regulatory
March 2024Final
Other Business ActivitiesSells Insurance
Brian is an independent insurance agent for various companies, a trust/investment officer at Pilot Grove Savings Bank, and an advisory representative of an RIA. He also owns US Fabric Structures, Hoop Buildings LLC, and Pin Oaks Development, and works as a notary.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2018 - Present · 8 yrs
Cambridge Investment Research Advisors, INC.
October 2018 - Present · 8 yrs
Cambridge Investment Research, INC.
October 2018 - Present · 8 yrs
Previous Registrations
Investment Advisors CORP
May 2015 - October 2018 · 3 yrs 5 mos
Broker Dealer Financial Services CORP.Broker
March 2011 - October 2018 · 7 yrs 7 mos
Lwbj Investment Services, LLCBroker
May 2010 - March 2011 · 10 mos
First National Capital MarketsBroker
June 2007 - February 2009 · 1 yr 8 mos
Cybus Capital Markets, LLCBroker
August 2006 - October 2007 · 1 yr 2 mos
Amcore Investment Services, INCBroker
November 2000 - February 2005 · 4 yrs 3 mos
American Express Financial Advisors INC.Broker
July 2000 - October 2000 · 3 mos
Ids Life Insurance CompanyBroker
July 2000 - October 2000 · 3 mos
State Registrations7 states
FLIAILMONESDTX
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.