Sierra
Jones

Riverfront Investment Group, LLC

CRD#6459679
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Sierra Jones is a certified financial planner working out of Scottsdale, Arizona with 4 years of industry experience. Jones is on the advisory team at Riverfront Investment Group, LLC. Over the course of their career, they have held roles at B2Interactive, Doane College Office Of Admission, Athleta, Omaha Community Service Foundation, Doane College Student Media, Holdrege Country Club, Doane College, Robert W. Baird, Northern Trust Bank, Northern Trust Securities, Inc, Alps Distributors, Inc and Riverfront Investment Group, LLC. Jones holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Virginia. Riverfront Investment Group, LLC is an advisory business operating out of Richmond, VA. It handles $796 million in assets under management between its 677 client accounts, placing it among the larger firms in the United States by assets under management. The firm advises four charities and foundations. The firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. A financial advisor's fee schedules usually are based on which services are offered. Fees billed by Riverfront Investment Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

Scottsdale, AZ

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Riverfront Investment Group, LLC Brokerage Details

Total Assets Under Management

$795,595,142

AZ Average: $1,835,309,194
Total Number of Employees

52

AZ Average: 32
Total Number of Accounts

677

AZ Average: 1,458
Average Account Size

$1,175,177

AZ Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Sierra Jones Work History

Sierra has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Alps Distributors, Inc

2019 - Present (5 years)

Riverfront Investment Group, LLC

2017 - 2019 (2 years)

Northern Trust Bank

2017 - 2019 (2 years)

Northern Trust Securities, Inc

2015 - 2018 (3 years)

Athleta

2015 - 2017 (2 years)

Robert W. Baird

2014 - 2015 (1 year)

B2Interactive

2013 - 2013 (< 1 year)

Omaha Community Service Foundation

2012 - 2014 (2 years)

Doane College Office Of Admission

2011 - 2013 (2 years)

Doane College Student Media

2010 - 2014 (4 years)

Holdrege Country Club

2010 - 2014 (4 years)

Doane College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sierra Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riverfront Investment Group, LLC

Victoria O'Shea
Richmond, VA
Charlotte Legrand
Richmond, VA
Bradford Wear
Richmond, VA
Bradford Williams
Richmond, VA
David Forrest
Richmond, VA
Daniel Zolet
Richmond, VA
Barbour Farinholt
Richmond, VA
Hunter Gallalee
Richmond, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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