Cuso Financial Services, L.P
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
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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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.
Cuso Financial Services, Lp
David Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Saint Petersburg, FL
North Bend, OR
San Diego, CA
San Diego, CA
San Diego, CA
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 email@example.com.
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