Jeremy
Jones
Young Richard C & Co LTD
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About this Advisor
Jeremy Jones is a financial advisor operating out of Newport, Rhode Island with 19 years of industry experience. Jones is an employee of Young Richard C & Co LTD. Over the course of their career, Jones has held roles at Richard C. Young & Co., LTD and Young Research & Publishing. Jones maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Rhode Island. Young Richard C & Co LTD is a financial advisory company based out of Newport, RI. The company has a total of 14 financial advisors. It has $1 billion in total assets across its 1,926 customer accounts, making it one of the largest firms in the country by assets under management. Of its 1,926 client accounts, 52% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically depend on the type of services offered. Fee types billed by Young Richard C & Co LTD typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Young Richard C & Co LTD Brokerage Details
$1,364,907,841
14
1,926
$708,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeremy Jones Work History
Jeremy has been registered as a financial advisor for 19 years.*
Young Research & Publishing
Richard C. Young & Co., LTD
*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 Jeremy 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 Young Richard C & Co LTD
Newport, RI
Naples, FL
Naples, FL
Newport, RI
Naples, FL
Newport, RI
Newport, RI
Naples, FL
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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.
