Curtis
Jones
Infinex Investments, Inc
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About this Advisor
Curtis Jones is a financial advisor operating out of Belmont, Massachusetts with 17 years of industry experience. Jones currently works for Infinex Investments, Inc. During their career, Jones has held roles at East Cambridge Savings Bank and Infinex Investments, Inc. Jones has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Infinex Investments, Inc is an advisory business that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It has $3 billion in total assets among its 8,831 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Infinex Investments, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Curtis Jones Work History
Curtis has been registered as a financial advisor for 17 years.*
Infinex Investments, Inc
East Cambridge Savings Bank
*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 Curtis Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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