Unclaimed Profile

David Neil Jones

LEXINGTON INVESTMENT COUNSEL, LLC·DAYTONA BEACH, Florida

Series 7, Series 63, Series 66Clean record25 years registeredLEXINGTON INVESTMENT COUNSEL, LLC

1651 N. CLYDE MORRIS BLVD., DAYTONA BEACH, FL 32117CRD# 2704155Firm CRD# 127618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Neil Jones · DAYTONA BEACH, FL

Registration

CRD #2704155 · LEXINGTON INVESTMENT COUNSEL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEXINGTON INVESTMENT COUNSEL, LLC

LEXINGTON INVESTMENT CONSULTING, LLC

Aug 2009 – Jul 2017

DAYTONA BEACH, FL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Apr 2001 – Mar 2009

ORMOND BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 4, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEXINGTON INVESTMENT CONSULTING, LLC

CRD 127618 · SEC 801-130899

AUM

$120M

Regulatory assets under management

Employees

145 client accounts

Services offered by LEXINGTON INVESTMENT CONSULTING, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LEXINGTON INVESTMENT CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does David Neil Jones offer?

David Neil Jones specializes in Investment Management.

What are David Neil Jones's credentials?

David Neil Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Neil Jones located?

David Neil Jones is based in DAYTONA BEACH, Florida, last registered with LEXINGTON INVESTMENT COUNSEL, LLC.

How does David Neil Jones charge for services?

David Neil Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEXINGTON INVESTMENT COUNSEL, LLC?

LEXINGTON INVESTMENT COUNSEL, LLC has approximately 6 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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