DJ
CFP
DJ
CFP

Dustin Alan Jones

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Loading...

Location

Wake Forest, NC

Get directions

History

Regulatory History
Clean regulatory record

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

Dustin works full-time as a Registered Investment Advisor (RIA) with AssuredPartners Investment Advisors, LLC. He also sells insurance products, mainly annuities, through Private Client Services, dedicating minimal time to this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2023 - Present · 2 yrs 8 mos
Assuredpartners Investment Advisors
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - July 2021 · 1 yr
Fortune 360 Group LLC
July 2018 - February 2023 · 4 yrs 7 mos
Investacorp, INC.Broker
January 2014 - July 2020 · 6 yrs 6 mos
Credit Union Investment Services
July 2013 - November 2013 · 4 mos
Secu Brokerage ServicesBroker
July 2013 - November 2013 · 4 mos
State Registrations2 states
FLNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.