David Jones is a CFP-designated registered investment advisor, based in Atlanta, GA, with 21 years of industry experience.
Location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved with Solutions Group One, LLC, an independent insurance group, and Shepherd Financial Partners, Inc., a holding company. He also receives referral fees from a TPA for referring a captive insurance program and is an independent agent of Reliant RE Insurance, dedicating minimal time to this role.
Employment History
Current Registrations
Arkadios CapitalBroker
Epg Wealth Management LLC
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.