Kevin J Jones

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-06
PA	RA	APPROVED	2026-01-12

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors, Llc.	Milford	PA	10/2013	11/2016
Wells Fargo Bank Na	Milford	PA	10/2012	11/2019
Wells Fargo Clearing Services, Llc	Milford	PA	11/2016	11/2019
First National Bank Of Pa	Carbondale	PA	11/2019	09/2022
Cetera Investment Services Llc	St Cloud	MN	04/2020	09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scanton	PA	10/2022	03/2025
Morgan Stanley	Allentown	PA	08/2025	Present
Unemployed	Clarks Summit	PA	04/2025	07/2025

10/2013 → 11/2016

Wells Fargo Advisors, Llc.

Milford, PA
10/2012 → 11/2019

Wells Fargo Bank Na

Milford, PA
11/2016 → 11/2019

Wells Fargo Clearing Services, Llc

Milford, PA
11/2019 → 09/2022

First National Bank Of Pa

Carbondale, PA
04/2020 → 09/2022

Cetera Investment Services Llc

St Cloud, MN
10/2022 → 03/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scanton, PA
08/2025 → Present

Morgan Stanley

Allentown, PA
04/2025 → 07/2025

Unemployed

Clarks Summit, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-12
S63	Uniform Securities Agent State Law Examination	2013-11-27

Other Firms