LJ
LJ

Linda Jones

13 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Linda Jones is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 13 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2017
Denied
Other Business ActivitiesSells Insurance

Linda works as a captive insurance agent for Bankers Life, selling health insurance, life insurance, and annuities. This activity takes up a significant amount of her time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2019 - Present · 7 yrs
Bankers Life Securities, INC.Broker
January 2016 - Present · 10 yrs 8 mos
Previous Registrations
Proequities, INC.Broker
June 2012 - February 2016 · 3 yrs 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Linda Jones - Financial Advisor | TrueAdvisor