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Victor Dwain Jones

ST. BERNARD FINANCIAL SERVICES, INC.·RUSSELLVILLE, Arkansas
SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOCFPChFCPFSClean record24 years registeredST. BERNARD FINANCIAL SERVICES, INC.
1609 WEST MAIN STREET, RUSSELLVILLE, AR 72801CRD# 1733706Firm CRD# 36956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victor Dwain Jones · RUSSELLVILLE, AR
Registration
CRD #1733706 · ST. BERNARD FINANCIAL SERVICES, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

VICTOR JONES CPA, PC
Jun 2023present
Dec 2020Apr 2023
Seattle, WA
INFINITY FINANCIAL SERVICES
Jun 2016Dec 2020
Seattle, WA
Sep 2014Jun 2016
LOS ANGELES, CA
JONES FINANCIAL ADVISORS
Feb 2012Dec 2012
TORRANCE, CA
Jan 2012Jul 2014
TORRANCE, CA
JONES FINANCIAL ADVISORS
Jan 2011Dec 2011
TORRANCE, CA
JONES FINANCIAL ADVISORS
Mar 2009Dec 2010
TORRANCE, CA
JONES FINANCIAL ADVISORS
Jul 2004Dec 2008
PARAMOUNT, CA
JONES FINANCIAL GROUP, INC.
Mar 2002Sep 2003
HAWTHORNE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 8
Series 9
Series 10
Series 24
Series 27
Series 52TO
Series 53
Series 55
Series 57TO
Series 63
Series 65
Series 99TO
Registration record
First registered · March 21, 2002
Years registered · 24
Professional designations · CFP, ChFC, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ST. BERNARD FINANCIAL SERVICES, INC.
CRD 36956 · SEC 801-113763
AUM
$129M
Regulatory assets under management
Employees
111
841 client accounts
Services offered by ST. BERNARD FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Victor Dwain Jones offer?
Victor Dwain Jones specializes in Investment Management, Wealth Management. Contact their office in RUSSELLVILLE, Arkansas for a consultation.
What are Victor Dwain Jones's credentials?
Victor Dwain Jones holds the following professional designations: CFP, ChFC, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Victor Dwain Jones located?
Victor Dwain Jones is based in RUSSELLVILLE, Arkansas, working with ST. BERNARD FINANCIAL SERVICES, INC.. Their office serves clients in the RUSSELLVILLE metropolitan area and surrounding communities.
How does Victor Dwain Jones charge for services?
Victor Dwain Jones's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ST. BERNARD FINANCIAL SERVICES, INC.?
ST. BERNARD FINANCIAL SERVICES, INC. has approximately 111 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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