James Matthew Jones

Current Employers

Employment History

• 03/2023 → 06/2023
  Ameriprise Financial Services, Llc
  Owings Mills, MD
• 10/2008 → 12/2016
  Jsx North, Llc
  Hagerstown, MD
• 12/2016 → 07/2018
  Jsx North Division Of R&R Express, Inc.
  Hagerstown, MD
• 05/2018 → 05/2019
  Mount St. Mary's University
  Emmitsburg, MD
• 12/2018 → 04/2019
  Rlh Cpas & Business Advisors
  Westminster, MD
• 08/2019 → 12/2019
  University Of Maryland Global Campus
  Boonsboro, MD
• 06/2019 → 07/2019
  Unemployed
  Hagerstown, MD
• 01/2020 → 01/2020
  Unemployed
  Hagerstown, MD
• 02/2020 → 10/2020
  Taksey Neff & Associates
  Rockville, MD
• 11/2020 → 01/2021
  Unemployed
  Hagerstown, MD
• 02/2021 → 05/2021
  Taksey Neff & Associates
  Rockville, MD
• 06/2021 → 07/2021
  Unemployed
  Hagerstown, MD
• 08/2021 → 10/2021
  Boyle & Co., P.A.
  Frederick, MD
• 11/2021 → 06/2022
  Legalzoom Tax
  Boonsboro, MD
• 07/2022 → 09/2022
  Unemployed
  Boonsboro, MD
• 10/2022 → 04/2023
  Howard, Howard & Hodges
  Columbia, MD
• 06/2023 → 01/2025
  Strategic Wealth Designers
  Louisville, KY
• 05/2023 → 05/2023
  Csi Accounting & Payroll
  Columbia, MD
• 01/2025 → 02/2026
  Self Employed
  Fisherville, KY
• 02/2026 → Present
  Lfg Tax Partners, Llc
  Louisville, KY
• 02/2026 → Present
  Legato Financial Group
  Louisville, KY

Previous Registrations

• 2023-06-16 → 2025-01-29
  Strategic Wealth Investment Group, Llc
  Louisville, KY
• 2006-03-27 → 2006-09-06
  Mml Investors Services, Llc
  Hagerstown, MD
  Hunt Valley, MD
• 2005-02-11 → 2005-08-31
  Uvest Financial Services Group, Inc.
  Midlothian, VA
• 2004-07-29 → 2005-02-16
  Bi Investments, Llc
  Midlothian, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-26
• S65 Uniform Investment Adviser Law Examination
  2004-07-27
• S63 Uniform Securities Agent State Law Examination
  1996-04-17

Other Names

• Jim Jones