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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| GA | RA | APPROVED | 2017-08-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 03/2017 | Present |
| Tmx Finance | Savannah | GA | 09/2011 | 03/2017 |
| Bank Of America, N.A. | Savannah | GA | 09/2017 | Present |
I*862250 For profit or not for profit: Entity For Profit Name of outside business organization: Jason Jones Investment related: N Address of business: Savannah, Georgia, 31411 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 6/1/2022 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , My father has asked me to help increase his law firm's web presence and social media accounts. I would be doing this a couple hours a week on nights or weekends. He wants to compensate me for this work. He expects to pay me $1.500 monthly or $1,800 annu
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-02 |
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