CJ
CJ

Clinton James Jones

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
76 clients
Average Client Portfolio
$1.8B average
Assets Under Management
$137.8B
Loading...

Location

690 Lee Road, Wayne, PA, 19087

Get directions

History

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 →
Other Business Activities

Clinton purchased Detloff Farm in MN in December 2022 and is responsible for purchasing inputs and selling crops. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Hartford Funds Distributors, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Hartford Funds Distributors, LLC
January 2018 - Present · 8 yrs 1 mo
Hartford Funds
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Mbsc Securities Corporation
May 2014 - December 2016 · 2 yrs 7 mos
Mbsc Securities CorporationBroker
May 2014 - December 2016 · 2 yrs 7 mos
Lord, Abbett & CO. LLC
May 2009 - May 2014 · 5 yrs
Lord Abbett Distributor LLCBroker
March 2009 - May 2014 · 5 yrs 2 mos
Planco Financial Services, LLCBroker
August 2006 - December 2008 · 2 yrs 4 mos
Aig Sunamerica Capital Services, INC.Broker
October 2005 - July 2006 · 9 mos
State Registrations3 states
MIMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.