Gerald Jones is a registered investment advisor, based in Mequon, WI, with 14 years of industry experience.
Location
1249 W. Liebau Road, Suite 201, Mequon, WI, 53092
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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
Gerald installs insurance products as an agent, dedicating minimal time to this activity. He is also involved with O'Hare Wealth Management, Steward Partners Global Advisory, Steward Partners Investment Advisory LLC, and Triple J LLC, spending minimal time on each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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