Tracy
Jones

Fsc Securities Corporation

CRD#3176193
Investment Advisor
in West Chester, OH

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About this Advisor

Tracy Jones is a financial advisor operating in West Chester, Ohio with 23 years of industry experience. Jones is currently employed by Fsc Securities Corporation. Over the course of their career, they have held roles at Fsc Securities Corporation and Southland Equity Partners. Jones holds a Series 63 license, designating them as a securities broker, and can serve investors in Ohio. Fsc Securities Corporation is a financial advisory business headquartered in Atlanta, GA. The company has offices in 334 locations and a total of 2,174 employees. It has $12 billion in assets under management across its 52,792 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 94 charitable organizations. Of its 52,792 accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Fsc Securities Corporation has 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 and educational seminars. Financial advisory fee schedules largely vary depending on which service is offered. However, fee types billed by Fsc Securities Corporation likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

23 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7182 Liberty Centre Drive #1
West Chester, OH 45069

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

OH Average: $3,570,121,308
Total Number of Employees

2,174

OH Average: 58
Total Number of Accounts

52,792

OH Average: 1,608
Average Account Size

$222,489

OH Average: $2,220,225

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

Tracy Jones Work History

Tracy has been registered as a financial advisor for 23 years.*

2014 - Present (10 years)

Southland Equity Partners

1999 - Present (25 years)

Fsc Securities Corporation

*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 Tracy 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 Fsc Securities Corporation

Mark Brower
Atlanta, GA
Terry Thompson
Traverse City, MI
Matthew Webb
Lubbock, TX
Daniel Stith
Oklahoma City, OK
Tal Diekvoss
Milwaukee, WI
Philip Moston
Thousand Oaks, CA
Judith Plain
Pittsford, NY
Patricia Elebash
Atlanta, GA

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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