Leonidas L. Jones
Professional summary
Leonidas Ludwell Jones V, who also goes by L.j. Jones, Leonidas Ludwell Jones, is a registered financial advisor currently at DEVELOPING FINANCIAL located in Pacifica, California.
Leonidas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Leonidas has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leonidas Ludwell Jones V's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 23, 2021 - Present
DEVELOPING FINANCIAL
December 7, 2020 - August 6, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 4, 2020 - August 6, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2021)
(7/15/2024)
(9/7/2021)
Exams
Series 7TO
Date: 12/4/2020
General Securities Representative ExaminationCurrent Firm
DEVELOPING FINANCIAL
CRD#: 315242 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 1,560,000 |
Red Flags
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