Equity Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Jones is a certified financial planner based in Atlanta, Georgia. Currently an advisor at Equity Services, Inc, they have accumulated 10 years of practice as a registered advisor. Jones has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Jones can advise investors in Georgia. During their career, Jones has held roles at Packerland Brokerage Services Inc, Entaire Global Co, National Financial Services Group, National Life Group and Equity Services, Inc. Equity Services, Inc is headquartered in Atlanta, Georgia, and operates out of 208 other locations in the country. As a company, Equity Services, Inc oversees $1 billion in assets across 9,508 accounts and employs more than 400 people. The firm's total assets under management makes it one of the bigger investment advisory firms in the country. The firm manages 656 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Equity Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Equity Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Jones Work History
David has 10 years of experience.
National Financial Services Group
National Life Group
Equity Services, Inc
Packerland Brokerage Services Inc
Entaire Global Co
David Jones has no disclosures.
Please visit their SEC profile for more details.