Debra H. Jones
Professional summary
Debra H Jones is a registered financial advisor currently at JONES & CO WEALTH MANAGEMENT, INC located in Murphy, North Carolina.
Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Debra has worked at 3 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 Debra H Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2009 - Present
JONES & CO WEALTH MANAGEMENT, INC
May 14, 2007 - December 31, 2008
JONES & CO WEALTH MANAGEMENT, INC
May 23, 2006 - June 8, 2006
UVEST FINANCIAL SERVICES GROUP, INC.
January 10, 2005 - July 28, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
July 24, 2003 - December 3, 2004
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2009)
Exams
Current Firm
JONES & CO WEALTH MANAGEMENT, INC
CRD#: 135868 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 4,690,496 |
Red Flags
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