Dustin
Jones
Assuredpartners Investment Advisors
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About this Advisor
Dustin Jones is a financial advisor based in Wake Forest, North Carolina, working with Assuredpartners Investment Advisors. Dustin has previously held positions at Associated Investor Services, Investacorp, Inc, Fortune 360 Group LLC, Securities America, Inc, Assuredpartners Investment Advisors, LLC, Assuredpartners Of Washington, LLC, and Private Client Services. Dustin has passed the Series 63 regulatory exam and is registered to provide services in Florida and North Carolina. Currently, Dustin is part of Assuredpartners Investment Advisors, which operates out of Wake Forest, North Carolina. The firm has 12 offices and 22 employees. The firm manages assets totaling $179.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Assuredpartners Investment Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$179,036,704
22
601
$297,898
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
- Educational seminars/workshops
- Other
Dustin Jones Work History
Private Client Services
Assuredpartners Investment Advisors, LLC
Assuredpartners Of Washington, LLC
Securities America, Inc
Fortune 360 Group LLC
Associated Investor Services
Investacorp, Inc
Disclosures
Please visit the SEC profile of Dustin 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 Assuredpartners Investment Advisors
Tampa, FL
Lititz, PA
Wake Forest, NC
Madison, WI
Lancaster, PA
Tampa, FL
Wilmington, DE
Lancaster, PA
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