W Jones
W Jones is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Seneca, SC, with 38 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
107 Ram Cat Alley, Seneca, SC, 29678
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Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
June 2005Other Business ActivitiesSells Insurance
W. is an advisory representative of a registered investment advisor, spends about half their time as a financial professional, and is an owner/partner of an LLC. W. also works as an independent insurance agent for various companies, is a co-owner of FWM Holdings LLC, and a managing partner of Jones Family Real Estate LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Advantage Investment Management, LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Jones Investments
Royal Alliance Associates, INC.Broker
Nylife Securities INC.Broker
Nylife Securities INC.Broker
Eagle Capital CorporationBroker
State Registrations17 states
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.