Jeffrey Turner Jones

Current Employers

Wells Fargo Clearing Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-02-09
NY	RA	APPROVED	2021-07-27
FL	RA	APPROVED	2019-12-05

TX RA
APPROVED_RES

Since 2022-02-09
NY RA
APPROVED

Since 2021-07-27
FL RA
APPROVED

Since 2019-12-05

Branch Locations

178 Woods Park Dr, Clinton, NY 13323 • United States

500 Plum St Bridgewater Place, Syracuse, NY 13204 • United States

Marco Island, FL • United States

Utica, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Utica	NY	06/2009	01/2019
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	01/2019
Wells Fargo Clearing Services Llc	New Hartford	NY	01/2019	Present

06/2009 → 01/2019

Morgan Stanley Smith Barney

Utica, NY
01/2015 → 01/2019

Morgan Stanley Private Bank, National Association

New York, NY
01/2019 → Present

Wells Fargo Clearing Services Llc

New Hartford, NY

Previous Registrations

2009-06-01 → 2019-01-22

Morgan Stanley

Utica, NY
2002-07-26 → 2009-06-01

Citigroup Global Markets Inc.

Utica, NY

Utica, NY

Other Businesses

J. TURNER JONES AND ASSOC. INC., INV RELATED, NEW HARTFORD, NY, 100% OWNERSHIP, START 3/11/1991, .01 HOURS PER MONTH, ZERO DURING TRADING, PROPERTY DEVELOPMENT. RENTAL PROPERTY; INVESTMENT RELATED; MARCO ISLAND,FL; 100% OWNERSHIP; START DATE 02/1/2023; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; MARCO ISLAND, FL; OWNER; VACATION RENTAL; START DATE 6/2023; 6 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES OWNER. | 57VETGUY79 LUXURY TIMEPIECES; INV RELATED; MARCO ISLAND, FL; 100% OWNERSHIP; 09/2024; 2 HOURS PER MONTH; 0 DURING TRADING; LUXURY WATCH COLLECTING AND INVESTING

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-01-13
S65	Uniform Investment Adviser Law Examination	1995-01-13

S63 Uniform Securities Agent State Law Examination

1995-01-13
S65 Uniform Investment Adviser Law Examination

1995-01-13

View on SEC IAPD