Todd M. Jones
Professional summary
Todd Michael Jones is a registered financial advisor currently at STRATEGIC PORTFOLIO ADVISORS, INC. located in Long Beach, California.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Todd has worked at 8 firms and has passed the Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd Michael Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2016 - Present
STRATEGIC PORTFOLIO ADVISORS, INC.
Office #1: 194 Marina Drive Suite 202, Long Beach, CA 90803June 27, 2008 - December 31, 2015
STRATEGIC PORTFOLIO ADVISORS, INC.
December 14, 2004 - July 30, 2008
PRIVATE EQUITY INVESTMENTS, INC.
September 15, 2003 - December 31, 2004
NATIONS FINANCIAL GROUP, INC.
February 5, 2003 - May 5, 2003
CHANNEL POINT PARTNERS
March 13, 2002 - April 3, 2002
OSAIC WEALTH, INC.
April 26, 1995 - March 13, 2002
PIM FINANCIAL SERVICES, INC.
October 1, 1993 - December 31, 1994
FAS WEALTH MANAGEMENT SERVICES, INC.
May 21, 1985 - October 19, 1993
CREST CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2016)
(4/7/2023)
Exams
Current Firm
STRATEGIC PORTFOLIO ADVISORS, INC.
CRD#: 147194 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 274 |
| AUM (Assets Under Management) | $ 87,290,193 |
Red Flags
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