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Tonya Jones

Wells Fargo Advisors Financial Network, LLC

Overland Park, KS

CRD 2086378

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-12
  • TX RA
    APPROVED
    Since 2021-03-12

Branch Locations

8575 W 110Th St Ste 230, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Kansas City MO 05/2009 11/2016
Wells Fargo Clearing Services, Llc Kansas City MO 11/2016 03/2021
Wells Fargo Advisors Finanvial Network, Llc Overland Park KS 03/2021 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Kansas City, MO
  • 11/2016 → 03/2021
    Wells Fargo Clearing Services, Llc
    Kansas City, MO
  • 03/2021 → Present
    Wells Fargo Advisors Finanvial Network, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-06
  • S63 Uniform Securities Agent State Law Examination
    2008-10-06
Other Names
  • Tonya Kay Mcdonald
  • Tonya Kay Jones

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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