Jefferson
Jones
Flagship Harbor Advisors, LLC
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About this Advisor
Jefferson Jones is a financial advisor who works out of Falmouth, Massachusetts with a total of 9 years of industry experience. Jones is on the advisory team at Flagship Harbor Advisors, LLC. During their career, Jones has held roles at Morgan Stanley Smith Barney, Lpl Financial, LLC and Flagship Harbor Advisors, LLC. Jones has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Massachusetts. Flagship Harbor Advisors, LLC is a company that has its headquarters in Boston, MA. The company has offices in 33 locations and a total of 52 advisors. It manages $2 billion in assets under management across its 11,796 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 11,796 client accounts, 29% belong to high-net-worth clients who have more than $1 million in assets. Flagship Harbor Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services are provided. Fees charged by Flagship Harbor Advisors, LLC 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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Flagship Harbor Advisors, LLC Brokerage Details
$1,928,860,764
52
11,796
$163,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jefferson Jones Work History
Jefferson has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
Flagship Harbor Advisors, LLC
Morgan Stanley Smith Barney
*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 Jefferson 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 Flagship Harbor Advisors, LLC
Hampton, NH
Boston, MA
Salem, MA
Boston, MA
North Andover, MA
Boston, MA
Boston, MA
Boston, MA
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