Justin
Jones

Commonwealth Financial Network

CRD#6685840
Investment Advisor
in Northborough, MA

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About this Advisor

Justin Jones is a certified financial planner operating in Northborough, Massachusetts with a total of 1 year of industry experience. Jones is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Gwfs Equities, Inc, Ken Jones Tires, Krush It! Web Marketing, Hofstra University, Commonwealth Financial Network and James N Ball & Company, Inc. Jones has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Commonwealth Financial Network is a financial advisory company operating out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 advisors. It oversees $146 billion in total assets across its 585,629 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which services are offered. However, fees billed by Commonwealth Financial Network likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

9 Monroe Street Unit 1
Northborough, MA 01532

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

MA Average: $16,012,751,954
Total Number of Employees

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Justin Jones Work History

Justin has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

James N Ball & Company, Inc

2023 - Present (1 year)

Commonwealth Financial Network

2022 - 2023 (1 year)

Commonwealth Financial Network

2022 - 2023 (1 year)

James N Ball & Company, Inc

2016 - 2022 (6 years)

Gwfs Equities, Inc

2014 - 2016 (2 years)

Krush It! Web Marketing

2012 - 2016 (4 years)

Hofstra University

2011 - 2016 (5 years)

Ken Jones Tires

*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 Justin 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Erin Dicarlo
Wilmington, MA
Alejandro Biagiotti
Bedford, NH
Mark Kutzke
Rochester, MN
Laura Clem
San Diego, CA
Blake Asbury
Alpharetta, GA
Sean Roche
Waltham, MA
Samuel Rich
Waltham, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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