Jennifer Anne Jones

Current Employers

Employment History

• 02/1993 → Present
  Jennifer A Jones, Cpa
  Greenbelt, MD
• 01/2010 → 12/2019
  Commonwealth Financial Network
  Waltham, MA
• 01/2010 → 12/2019
  Private Wealth Consultants
  Crofton, MD
• 12/2019 → 09/2020
  Securities Service Network
  Crofton, MD
• 12/2019 → 09/2020
  Ssn Advisory Inc
  Crofton, MD
• 09/2020 → 06/2024
  Securities America, Inc.
  Knoxville, TN
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Crofton, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Crofton, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Crofton, MD

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Crofton, MD
• 2019-12-16 → 2020-09-18
  Ssn Advisory, Inc.
  Crofton, MD
• 2010-01-04 → 2019-12-16
  Commonwealth Financial Network
  Waltham, MA
  Crofton, MD
• 2000-04-05 → 2009-12-31
  Medallion Advisory Services, Llc
  Crofton, MD

Other Businesses

ACCOUNTING UNLIMITED, INC. POSITION: OWNER/CPA NATURE: Certified Public Accounting Practice, particularly Individual and Small Business Tax Specialists INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/01/1991 ADDRESS: 2200 Defense Highway Suite 206, Crofton MD 21114 DESCRIPTION: Our office prepares individual and corporate tax returns, provides bookkeeping services as well asextensive estate and tax planning advice. JENNIFER A JONES RIA - SECURITIES AMERICA ADVISORY POSITION: Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2020 ADDRESS: 2200 Defense Highway Suite 206, Crofton MD 21114, United States DESCRIPTION: Serving as investment advisors to clients for a fee

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-06-18
• S65 Uniform Investment Adviser Law Examination
  1999-11-12

Other Names

• Jennifer A. Masters
• Jennifer A. Heben