Jonathan Jones is a CFP-designated registered investment advisor, based in Raleigh, NC, with 18 years of industry experience.
Location
801 Hillsborough Street, 3rd Floor, Raleigh, NC, 27603
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an agent for SECU Life Insurance Company since 2014 and treasurer of CFJ Farms LLC since late 2023, spending minimal time on the latter. He also works with State Employees' Credit Union and Members Trust Company, and co-owns Jones Brothers Rental.
Employment History
Current Registrations
Secu Brokerage ServicesBroker
Secu Brokerage Services
Credit Union Investment Services
State Registrations1 state
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