Jacob C Jones
Professional Summary
Jacob C Jones, who also goes by Chandler Jones, Jacob Chandler Jones, was a registered financial advisor. Jacob was 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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chandler Jones, Jacob Chandler Jones
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
Current Firm
No current employmentSimilar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
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.
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
State Registrations and Notice Filings
(7/13/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.