Stacia
Jones
Silver Oak Securities, Inc
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About this Advisor
Stacia Jones is a financial advisor who works in Greenwood, Indiana with 1 year of relevant experience. Jones is an advisor for Silver Oak Securities, Inc. Over the course of their career, they have held roles at School, Bright Side Dental - Sterling Heights, Winteregg & Associates, LLC, Securities Service Network, Securities America, Inc, Securities America Advisors, Inc and Silver Oak Securities Inc. Jones has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Silver Oak Securities, Inc is a business based in Jackson, TN. It has offices in 75 locations and a total of 96 financial advisors. It controls $1 billion in total assets among its 10,178 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 10,178 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which service is provided. However, fee types billed by Silver Oak Securities, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,092,291,574
96
10,178
$107,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stacia Jones Work History
Stacia has been registered as a financial advisor for 1 years.*
Silver Oak Securities Inc
Winteregg & Associates, LLC
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network
Bright Side Dental - Sterling Heights
Bright Side Dental - Sterling Heights
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stacia Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silver Oak Securities, Inc
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Chicago, IL
Louisville, KY
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Indianapolis, IN
Greenwood, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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