Dustin
Jones
Assuredpartners Investment Advisors
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About this Advisor
Dustin Jones is a certified financial planner based in Wake Forest, North Carolina, with a total of 1 year of relevant experience. Jones works at Assuredpartners Investment Advisors. Their career trajectory has included roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Associated Investor Services, Investacorp, Inc, Fortune 360 Group LLC and Securities America, Inc. Jones holds a Series 63 license, which qualifies them as a securities broker, and can serve investors in Florida and North Carolina. Assuredpartners Investment Advisors is a financial advisory firm headquartered in Tampa, FL. It controls $372 million in assets under management between its 514 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 514 client accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a diverse assortment 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, educational seminars and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Assuredpartners Investment Advisors may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$372,013,000
11
514
$723,761
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
Dustin has been registered as a financial advisor for 1 years.*
Fortune 360 Group LLC
Securities America, Inc
Secu Brokerage Services
Credit Union Investment Services
Associated Investor Services
Investacorp, Inc
State Employees' Credit Union
*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 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
Fort Lauderdale, FL
Tampa, FL
Lancaster, PA
Lancaster, PA
Madison, WI
Fort Lauderdale, FL
Wake Forest, NC
Fort Lauderdale, FL
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.
