Margaret F. Jones
Professional summary
Margaret Florence Jones, who also goes by VIglione Jones, Viglione Jonesc, Margaret Florence Viglione, is a registered financial advisor currently at JONES KERTZ & ASSOCIATES, INC. located in Minneapolis, Minnesota.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Margaret has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Florence Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 1994 - Present
JONES KERTZ & ASSOCIATES, INC.
Office #1: 100 N 6th St Ste 620b, Minneapolis, MN 55403April 10, 1990 - January 31, 2020
WIC CORP.
December 23, 1985 - October 2, 1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
JONES KERTZ & ASSOCIATES, INC.
CRD#: 104976 / SEC#: 801-112613
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2016)
(5/11/2021)
(5/13/2004)
(10/24/1994)
Exams
Current Firm
JONES KERTZ & ASSOCIATES, INC.
CRD#: 104976 / SEC#: 801-112613
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 206,174,804 |
Red Flags
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