David
Jones

Cuso Financial Services, L.P

CRD#1123162
Investment Advisor
in San Diego, CA

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About this Advisor

David Jones is a financial advisor operating in San Diego, California, who has been in the financial industry for 10 years. Jones is an advisor for Cuso Financial Services, L.P. They have spent their entire time as a financial advisor at Cuso Financial Services, L.p. Jones maintains a Series 63 license, certifying them as a securities broker, and is able to work in California. Cuso Financial Services, L.P is an advisory firm that has its headquarters in San Diego, California. It has offices in 929 locations and a total of 656 employees. It oversees $4 billion in assets across its 24,999 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Cuso Financial Services, L.P performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Cuso Financial Services, L.P likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

CA Average: $7,578,581,321
Total Number of Employees

656

CA Average: 43
Total Number of Accounts

24,999

CA Average: 3,727
Average Account Size

$175,389

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Jones Work History

David has 10 years of experience.

2013 - Present (9 years)

Cuso Financial Services, Lp

Disclosures

David Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
Brian Rumbles
Saint Petersburg, FL
Edward Rubin
North Bend, OR
Matthew Knell
San Diego, CA
Susan Mauri
San Diego, CA
Steven Liang
Gardena, CA
James Yocom
San Diego, CA
Kevin Witmer
Syracuse, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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