BJ
BJ

Becky Jones

8 Years of Experience
Denver, CO
Broker

Becky Jones is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4643 South Ulster Street, Suite 1350, Denver, CO, 80237

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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.

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Other Business Activities

Becky resells cosmetics purchased directly from Mary Kay Cosmetics. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
November 2018 - November 2023 · 5 yrs
RBC Capital Markets, LLCBroker
February 2018 - November 2023 · 5 yrs 9 mos
State Registrations38 states
AKARAZCACOCTFLGAIAIDILKSKYLAMAMEMIMNMOMTNDNENMNVNYOHOKORPARISCSDTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.