Preston William Jones

Current Employers

Employment History

• 06/2009 → Present
  Independent Insurance Representative
  Davenport, IA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Davenport, IA
• 11/2018 → Present
  Osaic Wealth, Inc
  Davenport, IA

Other Businesses

1. JACKSON & PECK FINANCIAL GROUP- SECURITIES POSITION: independent agent NATURE: LLC owned by Darrel Peck & Christian Jackson INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2010 ADDRESS: 121 S. Main, Kewanee IL 61443, United States DESCRIPTION: Discuss financial planning goals with clients and help identify goals and needs for their current situation. Identify the appropriate fixed insurance products for them as needed. 2. JACKSON & PECK FINANCIAL GROUP- FIXED INSURANCE POSITION: registered representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2010 ADDRESS: 121 S. Main, Kewanee IL 61443, United States DESCRIPTION: independent insurance agent offering fixed insurance for clients based on clients goals and needs. 3. QUAD CITIES FINANCIAL GROUP POSITION: Independent Agency NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 3243 East 35th Street Court, Davenport IA 52807, United States DESCRIPTION: Provide clients assistance in enrolling in health insurance. Commissions and pay flow through Quad Cities Financial Group for health insurance business. 4. GENESEO ROTARY CLUB POSITION: President NATURE: Geneseo Rotary Club is a non-profit service organization in Geneseo IL. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: P.O. Box 207, Geneseo IL 61254, United States DESCRIPTION: I lead our regular Tuesday meetings. We serve lunch and have a speaker from a local business/organization present on a topic of their choice. I also organize social gatherings for our club. My role also involves organizing service projects in our community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-20
• S63 Uniform Securities Agent State Law Examination
  2012-03-17

Other Names

• Preston William Jones