David Stuart Jones

Current Employers

Employment History

• 09/2010 → 02/2019
  National Financial Services Group
  Atlanta, GA
• 09/2010 → 02/2023
  National Life Group
  Montpelier, VT
• 10/2010 → 12/2022
  Equity Services, Inc.
  Montpelier, VT
• 01/2023 → Present
  Epg Wealth Management Llc.
  Atlanta, GA
• 01/2023 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2010-11-08 → 2022-12-31
  Equity Services, Inc.
  Sandy Springs, GA
• 2010-05-07 → 2010-09-24
  Packerland Brokerage Services, Inc.
  Green Bay, WI
  Marietta, GA
• 2005-04-21 → 2008-05-20
  New England Securities
  Alpharetta, GA
  Atlanta, GA

Other Businesses

*SOLUTIONS GROUP ONE,LLC. Private residence. INV REL. DUR TRD HRS.10 HRS/MO.2/2016.THIS IS AN INDEPENDENT INSURANCE GROUP USED TO CONTRACT,WRITE BUSINESS,AND RECEIVE REVENUE WITH A PARTNERING CPA FIRM. *SHEPHERD FINANCIAL PARTNERS,INC. Private residence. CEO. INV REL. DUR TRD HRS.12/2013.THIS IS A HOLDING COMPANY FOR MY BUSINESS. *STUART JONES - REFERRALS. Private residence. INV RELATED, FINDERS/REFERRAL, REFERRAL TO TPA (CJA) 01/01/2013-PRESENT, 5 HRS PER MO, DUR TRD HRS, I WILL RECEIVE A "LINDERS/REFERRAL FEE FROM A TPA(CJA) FOR REFERRING THEM A CAPTIVE INS. PROGRAM. *DAVID STUART JONES. Private residence. INV REL. DEC 2016. INDEPENDENT AGENT OF RELIANT RE INSURANCE (RMC/CJA). AGENT. 2% OF TIME. DURING BUSINESS HOURS. *KINSHIP WEALTH PARTNERS LLC. 309 EAST PACES FERRY RD UITE 900 ATLANTA, GA 30305. INV REL. APRIL 2019. DBA FOR FINANCIAL SERVICES PRACTICE. CEO. DURING TRADE HRS. *Being Positioned Inc, Is Not Investment Related, 2550 Clairview Street, Alpharetta, GA, 30009, United States, Non-Profit, Board Member, 5/1/2026, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation, I will be a board member of the non-profit Being-Positioned Inc. I will be there to help the non-profit grow, increase it's awareness, and run more efficiently.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-07
• S63 Uniform Securities Agent State Law Examination
  2002-04-13

Designations