Jamar Jones
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.
Jamar Jones, who also goes by Jamar Clifford Jones, Jamar Jones, Jay Jones, was a registered financial professional .
Jamar is a previously registered financial professional and started their career in finance in 2007. Jamar had worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 26, 2019 - June 2, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
September 26, 2019 - June 2, 2021
BBVA SECURITIES INC.
August 24, 2018 - August 16, 2019
USAA INVESTMENT SERVICES COMPANY
August 24, 2018 - August 16, 2019
USAA FINANCIAL ADVISORS, INC.
July 24, 2014 - January 9, 2018
AVANTAX ADVISORY SERVICES
July 24, 2014 - January 9, 2018
AVANTAX INVESTMENT SERVICES, INC.
November 18, 2010 - July 2, 2013
STRATEGIC ADVISERS LLC
May 7, 2010 - July 1, 2013
FIDELITY BROKERAGE SERVICES LLC
October 10, 2007 - June 17, 2009
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/26/2024
General Securities Representative ExaminationCurrent Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
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.
