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JJ

Jacob C. Jones

WOODSTOCK, GA 30188
Some features on this profile are disabled
CRD#: 7926051
JJ
Jacob C Jones

Professional summary

Jacob C Jones, who also goes by Chandler Jones, Jacob Chandler Jones, was a registered financial advisor .

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Chandler Jones | Jacob Chandler Jones

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 - 08/2024 - 755 Mortgage - Morgage/Real Estate Services - Inv Related - 16 Hours/Month - 0.8 Hours During Trading - GA 30188 - OBA Start Date: 04/08/2024. 2 - 08/2024 - 755 Financial - Non-Variable Insurance - Inv Related - 10 Hours/Month - 0.5 Hours During Trading - GA 31088 - OBA Start Date: 10/14/2024.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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 13, 2026 - Present

Office #1: 330 Creekstone Ridge, Woodstock, GA 30188
WOODSTOCK, GA
Past

March 21, 2025 - July 24, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
WOODSTOCK, GA
Past

November 26, 2024 - July 24, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
WOODSTOCK, GA

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
Georgia
(7/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2024
Securities Industry Essentials Examination

Current firm

No current employment

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.

Company Information

No current employment

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