Allen Newton Jones

Current Employers

Employment History

• 11/2008 → 11/2017
  Ubs Financial Services Inc
  Orlando, FL
• 11/2017 → 12/2025
  Raymond James & Associates, Inc.
  Winter Park, FL
• 12/2025 → Present
  Steward Partners Global Advisory, Llc
  Winter Park, FL
• 12/2025 → Present
  Steward Partners Investment Advisory, Llc
  Winter Park, FL
• 12/2025 → Present
  Steward Partners Investment Solutions, Llc
  Winter Park, FL

Previous Registrations

• 2017-12-01 → 2025-12-02
  Raymond James & Associates, Inc.
  Winter Park, FL
  Winter Park, FL
• 2008-11-12 → 2017-12-11
  Ubs Financial Services Inc.
  Winter Park, FL
  Winter Park, FL
  Orlando, FL
  Weehawken, NJ
• 1997-01-13 → 2008-11-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL

Other Businesses

Young Life- UCF Address: Winter Park, FL Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 3 Description of duties: I sit on the volunteer board in an advisory capacity 2. University of Central Florida- Finance Advisory Board Address: Orlando, FL Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:No Start Date: 04/07/2015 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0.1 Description of duties: I sit on board of the Finance Advisory board of the UCF business school. Our primary role is to help to advise the dean and their staff about the curriculum and what skills are important to the business community.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-10
• S65 Uniform Investment Adviser Law Examination
  1996-07-10

Other Names

• Allen N (Iv) Jones
• Newton Jones