John E. Jones
Professional summary
John Edward Jones JR is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 4, Series 53, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Jones JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 16, 2014 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143July 28, 1997 - December 22, 2021
BILL FEW SECURITIES, INC.
January 24, 1995 - October 1, 1996
WALNUT STREET SECURITIES, INC.
August 27, 1993 - December 31, 1994
WALNUT STREET SECURITIES, INC.
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/16/2014)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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