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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-01-02 |
| TX | RA | APPROVED | 2018-01-02 |
Branch Locations
107 Ram Cat Alley, Seneca, SC 29678 • United States
510 Reed Road, Anderson, SC 29621 • United States
412 A Pettigru St., Greenville, SC 29601 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones Investments | Anderson | SC | 09/1993 | Present |
| Lpl Financial Llc | Anderson | SC | 05/2013 | 12/2017 |
| Advantage Investment Management, Llc | Anderson | SC | 05/2013 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AD ADVISORY REP OF RIA, INVREL, 20HRS/WK, 20HR/TRADING, SEE EMPLOYMENT HISTORY FOR START DATE 2) JONES INVESTMENTS, 510 REED RD, ANDERSON, SC, 3/1987, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INVREL, 5HRS/WK, 0HRS/TRADING 3) JONES INVESTMENTS, 510 REED RD, ANDERSON, SC, 3/1987, AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME, INVREL, 60HRS/WK, 8HRS/TRADING 4) JONES INVESTMENTS, 510 REED RD, ANDERSON, SC, 4/2017, AS OWNER/PARTNER OF LLC, INVREL, 60HRS/WK, 8HRS/TRADING. 5) FWM HOLDINGS, LLC, 510 REED RD, ANDERSON, SC, LLC, CO-OWNER PARTNER, NIR, 05/21/19, 2/MO- 0/TRADING 6) JONES FAMILY REAL ESTATE LLC, 510 REED ROAD, ANDERSON, SC, REAL ESTATE MANAGING PARTNER, 10/08/19, NIR, 1/WK- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-08 |
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