Cleopatra Jones
Cleopatra Jones is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Junction City, KS, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
814 North Washington, Junction City, KS, 66441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cleopatra works as an associate/employee at Central National Bank in the Wealth Management & Trust Services Division since 2002. She spends about 10-20% of her time on sales support, account administration, client relations, and marketing.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
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