Jefferson Jones
Jefferson Jones is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Yamouthport, MA, with 23 years of industry experience. Jefferson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
411 Main St., Unit 4, Yamouthport, MA, 02675
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Regulatory History
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.
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Jefferson operates his LPL business through Flagship Harbor Advisors, dedicating all of his time. He also provides investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm, spending most of his time on this activity.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Bancnorth Investment Group, INC.Broker
Ccbt Brokerage Direct, INC.Broker
State Registrations14 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.