Anthony R. Jones

REBEL FINANCIAL

Groveport, OH 43125

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CRD#: 4878941

Professional summary

Anthony Rainer Jones, CFP® is a registered financial advisor currently at REBEL FINANCIAL, LLC located in Groveport, Ohio.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Anthony has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Tony Jones is rebel Financial’s lead financial advisor. Since 2005, Tony has been doing diligence in helping other individuals meet their financial goals. Originally from Chicago, Tony graduated with a Masters of Business Administration from Lake Forrest Graduate School and his undergraduate with a Bachelors in Accounting from Indiana University. Recently in early 2019, Tony completed the IRS Enrolled Agent exam, allowing Tony to be a certified enrolled agent and is the tax expert at rebel Financial.

Question & Answer

What are your service offerings?

Advisors For People. Not Profi...

Phil Ratcliff is a Columbus, O...

rebel Financial LLC is a regis...

Do you have an area of expertise or specialization?

College/Education Planning

Federal Employees

High Net Worth Client Needs

Investment Advice with Ongoing...

Middle Income Client Needs

Millennials

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Rainer Jones's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

October 30, 2015 - Present

REBEL FINANCIAL, LLC

Office #1: 5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

RIA

CRD#: 168263

Groveport, OH

Past

December 3, 2014 - October 15, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

COLUMBUS, OH

Past

November 14, 2014 - October 15, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

COLUMBUS, OH

Past

February 14, 2011 - September 17, 2012

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Past

May 3, 2010 - November 30, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

WORTHINGTON, OH

Past

May 3, 2010 - November 30, 2010

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

WORTHINGTON, OH

Past

December 24, 2008 - April 9, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

COLUMBUS, OH

Past

October 16, 2006 - December 31, 2006

JOHN HANCOCK DISTRIBUTORS LLC

RIA

CRD#: 5249

COLUMBUS, OH

Past

October 16, 2006 - April 9, 2010

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

ATLANTA, GA

Past

February 21, 2006 - September 28, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ROANOKE, VA

Past

February 21, 2006 - September 28, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ROANOKE, VA

Past

July 1, 2005 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

ROANOKE, VA

Past

June 8, 2005 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC | REBEL FINANCIAL, LLC.

CRD#: 168263 / SEC#: 801-118009

RIA

Registered Investment Advisory firm - (1/27/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/25/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (3/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(10/30/2015)

IAR

Texas
(7/20/2020)

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: 10/9/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/15/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2005

General Securities Representative Examination

Current Firm

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC | REBEL FINANCIAL, LLC.

CRD#: 168263 / SEC#: 801-118009

RIA

Registered Investment Advisory firm - (1/27/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/25/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (3/25/2022 Terminated)

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Contact information

Main Address

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Mailing Address

Phone number

(614) 441-9605

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REBEL FINANCIAL LLC FIRM BROCHURE - FORM ADV 2A DTD 03-15-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,677
AUM (Assets Under Management)	$ 313,980,841

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Anthony R. Jones

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Rainer Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

REBEL FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2014

SIE

Date: 10/15/2015

Series 7

Date: 6/7/2005

Current Firm

REBEL FINANCIAL, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REBEL FINANCIAL, LLC

TRUST BUT VERIFY

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