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Debra Jones

18 Years of Experience
Orangeburg, SC

Debra Jones is a registered investment advisor at Jones & CO Wealth Management, INC, based in Orangeburg, SC, with 18 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 4 clients with $4.7M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.7M

Fee Structure

Hourly Rate:$150/hr
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Location

Orangeburg, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Debra works as an instructor at Orangeburg-Calhoun Technical College since 2013, teaching business and economics classes, dedicating about 21 hours per week. She also teaches online economics classes at Northern Virginia Community College since 2014, spending minimal time on this activity.

Employment History
Current Registrations
Jones & CO Wealth Management, INC
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Jones & CO Wealth Management, INC
May 2007 - December 2008 · 1 yr 7 mos
Uvest Financial Services Group, INC.
May 2006 - June 2006 · 1 mo
State Registrations1 state
SC
Advisor

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Exams
No exam information available for this advisor.