Elizabeth A. Jones
Professional summary
Elizabeth Anne Jones, AIF®, who also goes by Beth Jones, is a registered financial advisor currently at THIRD EYE ASSOCIATES, LTD located in Red Hook, New York.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Elizabeth has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Anne Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2011 - Present
THIRD EYE ASSOCIATES, LTD
June 26, 2009 - June 26, 2009
THIRD EYE ASSOCIATES, LTD
January 22, 2007 - December 31, 2011
COMMONWEALTH FINANCIAL NETWORK
August 5, 2005 - December 31, 2011
COMMONWEALTH FINANCIAL NETWORK
August 1, 2003 - August 10, 2005
WALNUT STREET SECURITIES, INC.
January 2, 2002 - July 23, 2003
NATHAN & LEWIS SECURITIES, INC.
January 2, 2002 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
April 16, 1999 - December 31, 2001
CHRISTOPHER STREET FINANCIAL, 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
(1/4/2022)
(6/29/2022)
(1/10/2012)
(10/3/2018)
(8/17/2020)
(12/12/2011)
(8/24/2021)
(2/6/2025)
(7/8/2022)
(2/25/2015)
(1/3/2012)
Exams
Current Firm
THIRD EYE ASSOCIATES, LTD
CRD#: 149627 / SEC#:
Contact information
Red Flags
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