Patsy
Jones
Securian Financial Services, Inc
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About this Advisor
Patsy Jones is a certified financial planner working out of Germantown, Tennessee who has 19 years of industry experience. Jones is on the advisory team at Securian Financial Services, Inc. Over the course of their career, they have held roles at Ascend Financial Services, Minnesota Life and Shoemaker Agency. Jones maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Tennessee and Texas. Securian Financial Services, Inc is a firm based in Saint Paul, MN. It has offices in 155 locations and a total of 1,750 people on staff. It oversees $21 billion in assets under management between its 76,075 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 165 charities and foundations. Of its 76,075 accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets. The firm performs 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 management fee schedules depend on the financial services offered. However, fee types charged by Securian Financial Services, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
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
Patsy Jones Work History
Patsy has been registered as a financial advisor for 19 years.*
Ascend Financial Services
Minnesota Life
Shoemaker Agency
*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 Patsy 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 Securian Financial Services, Inc
Saint Louis, MO
Manasquan, NJ
Omaha, NE
Minneapolis, MN
Rockville, MD
Omaha, NE
Tampa, FL
Midlothian, VA
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.
