David
Jones

Equity Services, Inc

CRD#4494427
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,291,880,780

GA Average: $4,257,716,217
Total Number of Employees

420

GA Average: 30
Total Number of Accounts

8,758

GA Average: 868
Average Account Size

$147,509

GA Average: $4,905,203

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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
  • Educational seminars/workshops

David Jones Work History

David has 10 years of experience.

2010 - 2010 (0 years)

Packerland Brokerage Services Inc

2010 - Present (9 years)

National Financial Services Group

2010 - Present (9 years)

National Life Group

2010 - Present (9 years)

Equity Services, Inc

2008 - 2009 (1 years)

Entaire Global Co

Disclosures

David 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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