Cardon Douglas Jones

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 07/2019
  J.P. Morgan Securities Llc
  Mesa, AZ
• 04/2017 → 07/2019
  Jpmorgan Chase Bank, N.A.
  Mesa, AZ
• 03/2017 → 05/2017
  Lyft
  Mesa, AZ
• 08/2015 → 02/2017
  Y & J Fish Co
  Pima, AZ
• 08/2016 → 02/2017
  Americulture
  Animus, NM
• 08/2010 → 12/2016
  Eastern Arizona Colleg
  Thatcher, AZ
• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mesa, AZ
• 09/2019 → Present
  Bank Of America, N.A.
  Mesa, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-12-23
• S63 Uniform Securities Agent State Law Examination
  2018-06-15

Other Names

• Cardon Douglas Jones
• Cardon Jones