Stephanie Clements Jones

Current Employers

Employment History

• 07/2014 → 07/2020
  Compass Bank
  Birmingham, AL
• 08/2014 → 07/2020
  Bbva Securities Inc.
  Ft. Walton Beach, FL
• 08/2014 → 07/2020
  Bbva Wealth Solutions Inc.
  Fort Walton, FL
• 07/2014 → 07/2020
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Destin, FL
• 11/2020 → Present
  Bank Of America N.A.
  Destin, FL

Previous Registrations

• 2014-08-21 → 2020-08-17
  Pnc Managed Account Solutions, Inc.
  Fort Walton, FL
  Fort Walton Beach, FL
  Ft. Walton Beach, FL
• 2013-03-06 → 2014-04-23
  Pnc Managed Account Solutions, Inc.
  Pensacola, FL
  Fort Walton, FL
• 2011-11-22 → 2012-10-11
  Valic Financial Advisors, Inc.
  Jacksonville, FL
  Pensacola, FL
• 2011-04-13 → 2011-11-22
  Morgan Stanley
  Destin, FL
• 2009-11-21 → 2010-09-30
  Usaa Financial Planning Services
  San Antonio, TX
• 2008-09-22 → 2009-05-01
  Morgan Keegan & Company, Llc
  Louisville, KY
  Louisville, KY

Other Businesses

I*1020340, Name of OBA: SJ Wealth Address: Arlignton, VA Investment Related: No Position, Title, Association: Officer, Owner Employee Start Date: 11/1/2022 No Hours: 6 Weekly No Hours during trading: 0 Duties: Money Mindset Coaching, Education, Goal Setting

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19

Other Names

• Stephanie Danielle Clements
• Stephanie Danielle Clements
• Stephanie C. Jones
• Stephanie Clements Jones
• Stephanie C Jones