Scott Thomas Jones

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Raymond James Financial Services
  Strongsville, OH
• 07/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Strongsville, OH
• 07/2013 → Present
  E&M Consulting
  Westlake, OH

Previous Registrations

• 2012-11-07 → 2013-07-05
  Raymond James & Associates, Inc.
  Westlake, OH
• 2011-09-21 → 2011-11-25
  Independent Financial Partners
  Cleveland, OH
• 2011-01-04 → 2011-11-21
  Lpl Financial Llc
  Cleveland, OH
  Bryan, OH
• 2010-10-25 → 2010-12-31
  Oswald Financial, Inc.
  Cleveland, OH

Other Businesses

(1)Name of Business: CKE Financial Services, LLC Address: 191 American Blvd Suite 205, Westlake, OH, 44145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/22/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Vice President (2)Name of Business: Strategic Retirement Solutions, LLC Address: 191 American Blvd Suite 205, Westlake, OH, 44145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/03/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-01

Designations

• Certified Financial Planner

Other Names

• Scott Jones
• Scott T Jones