James B Jones Iii
Professional Summary
James B Jones III, who also goes by James B Jones, James Benjamin Jones III, James Jones, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Greenwood, Indiana and BANKERS LIFE SECURITIES, INC. located in Greenwood, Indiana. James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. James has worked at 4 firms and has passed the Series 66,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James B Jones, James Benjamin Jones Iii, James Jones
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
Contact Information
Main Address
303 E. Wacker Drive Ste 500, Chicago, IL 60601Phone Number
(844) 553-9083# of Employees
433SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
18,608AUM (Assets Under Management)
$2,487,262,961Similar Advisors
LJI WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
State Registrations and Notice Filings
(10/29/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view James B Jones III's CRS (Customer Relationship Summary).
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LJI WEALTH MANAGEMENT, LLC