Isaiah
Jones

Securities America Advisors, Inc

CRD#6952626
Investment Advisor
in La Vista, NE

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About this Advisor

Isaiah Jones is a financial advisor who works in La Vista, Nebraska, who has been in the advisory business for 14 years. Jones is an employee of Securities America Advisors, Inc. Their career trajectory has included roles at Securities America, Inc, Electronic Contracting Company, Applebees, American Eagle Outfitters and Nebraska Christian College. Jones has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Securities America Advisors, Inc is an advisory company based in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 employees. It handles $29 billion in assets under management among its 184,356 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 184,356 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc offers a number of services, including 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 advisory fee schedules depend on which services the firm provides the client. Fee types charged by Securities America Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

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, Others

Disclosures

No

Office Location

12325 Port Grace Blvd
La Vista, NE 68128-8204

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

NE Average: $1,978,216,465
Total Number of Employees

1,989

NE Average: 226
Total Number of Accounts

184,356

NE Average: 7,467
Average Account Size

$157,439

NE Average: $264,928

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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

Isaiah Jones Work History

Isaiah has 14 years of experience.

2018 - Present (3 years)

Securities America, Inc

2014 - 2017 (3 years)

Electronic Contracting Company

2012 - 2014 (2 years)

Applebees

2012 - 2012 (< 1 year)

American Eagle Outfitters

2006 - 2012 (6 years)

Nebraska Christian College

Disclosures

Isaiah Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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