Victor
Jones

Infinity Financial Services

CRD#1733706
Investment Advisor
in Los Angeles, CA
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About this Advisor

Victor Jones is a certified financial planner and chartered financial consultant whose office is in Los Angeles, California. Currently an investment advisor at Infinity Financial Services, Jones has an impressive 23 years of professional experience as a financial advisor. Jones maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Jones is able to serve investors based out of California, Nevada, Texas, Washington, D.C. and Illinois. During their career, Jones has held roles at Jones Financial Advisors, Jones Financial Group, Inc, Kovack Securities, Business And Individual Insurance Services, Inc, St. Bernard Financial Services, Inc, Liberty Partners Financial Services, LLC, Jones Tax Advisors, Inc and Infinity Financial Services. Infinity Financial Services is based out of Los Angeles, California. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3750 S Canfield Ave #5
Los Angeles, CA 90034

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Infinity Financial Services Brokerage Details

Total Assets Under Management

$94,416,732

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

58

CA Average: 43
Total Number of Accounts

436

CA Average: 3,727
Average Account Size

$216,552

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Victor Jones Work History

Victor has 23 years of experience.

2016 - Present (3 years)

Jones Tax Advisors, Inc

2016 - Present (3 years)

Infinity Financial Services

2014 - 2016 (2 years)

Liberty Partners Financial Services, LLC

2011 - 2014 (3 years)

St. Bernard Financial Services, Inc

2004 - 2009 (5 years)

Kovack Securities

2001 - 2016 (15 years)

Jones Financial Advisors

1999 - 2016 (17 years)

Business And Individual Insurance Services, Inc

1995 - 2016 (21 years)

Jones Financial Group, Inc

Disclosures

Victor Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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