Debra H. Jones

JONES & CO WEALTH MANAGEMENT,

Orangeburg, SC

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CRD#: 4666142

Professional summary

Debra H Jones is a registered financial advisor currently at JONES & CO WEALTH MANAGEMENT, INC located in Orangeburg, South 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

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. Since 01/2013 - employed at Orangeburg-Calhoun Technical College, Orangeburg, SC as an instructor. I teach business and economics classes. The business is not investment-related. I spend approximately 21 hours per week at this business. Approximately 6-9 hours per week could be during trading hours. My schedule is flexible so time spent during trading hours could vary. 2. Since 08/2014 - employed at Northern Virginia Community College, Manassas, VA. I teach online classes (economics). The business is not investment-related. I spend approximately 3 hours per week on this business, none of this time is during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra H Jones's CRS (Customer Relationship Summary).

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

Current

July 9, 2009 - Present

JONES & CO WEALTH MANAGEMENT, INC

RIA

CRD#: 135868

Orangeburg, SC

Past

May 14, 2007 - December 31, 2008

JONES & CO WEALTH MANAGEMENT, INC

RIA

CRD#: 135868

GREENVILLE, SC

Past

May 23, 2006 - June 8, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

GREENVILLE, SC

Past

January 10, 2005 - July 28, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

GREENVILLE, SC

Past

July 24, 2003 - December 3, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(7/9/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/24/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/2003

General Securities Representative Examination

Current Firm

JONES & CO WEALTH MANAGEMENT, INC

DEBRA H JONES | JONES & CO WEALTH MANAGEMENT, INC

CRD#: 135868 / SEC#:

South Carolina

Registered Investment Advisory firm - (7/9/2009 Approved)

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Contact information

Main Address

Orangeburg, SC

Mailing Address

Po Box 8652, Greenville, SC 29604

Phone number

(864) 335-8474

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 4,690,496

Red Flags

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Debra H. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra H Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

JONES & CO WEALTH MANAGEMENT, INC

JONES & CO WEALTH MANAGEMENT, INC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2005

Series 63

Date: 7/24/2003

Series 7

Date: 7/21/2003

Current Firm

JONES & CO WEALTH MANAGEMENT, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JONES & CO WEALTH MANAGEMENT, INC

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