RJ

Russell M. Jones

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CRD#: 4644820
RJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Milo Jones, who also goes by Russ Jones, Russell M. Jones, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 2003. Russell had worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Russ Jones | Russell M. Jones

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 23, 2014 - December 31, 2016

RMJ FINANCIAL

RIA
CRD#: 172371
CANTON, MI
Past

October 24, 2012 - July 28, 2014

AMDG FINANCIAL

RIA
CRD#: 119569
PLYMOUTH, MI
Past

June 4, 2010 - September 7, 2012

NEW ENGLAND SECURITIES

RIA
CRD#: 615
SOUTHFIELD, MI
Past

February 1, 2007 - September 7, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
SOUTHFIELD, MI
Past

December 1, 2005 - December 1, 2006

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
CANTON, MI
Past

April 29, 2003 - October 3, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2009
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


RF
RMJ FINANCIAL
RMJ FINANCIAL | RMJ FINANCIAL PLANNING PARTNERS, LLC

CRD#: 172371 / SEC#:

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Contact information


Main Address
Canton, MI
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RMJ FINANCIAL

CRD#: 172371

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