AdvisorOS Directory
Claim Profile
DJ

David Neil Jones

LEXINGTON INVESTMENT COUNSEL, LLC·DAYTONA BEACH, Florida
Unclaimed Profile
1651 N. CLYDE MORRIS BLVD., DAYTONA BEACH, FL 32117CRD# 2704155Firm CRD# 127618
01

About

David Neil Jones is a registered financial advisor based in DAYTONA BEACH, Florida, affiliated with LEXINGTON INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
LEXINGTON INVESTMENT CONSULTING, LLC
LEXINGTON INVESTMENT CONSULTING, LLC
AUM
$120M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEXINGTON INVESTMENT CONSULTING, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2704155
Firm CRD# 127618
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DAYTONA BEACH?

Browse all registered financial advisors in DAYTONA BEACH, Florida or claim this profile if it's yours.

Browse DAYTONA BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Neil Jones offer?
David Neil Jones specializes in Investment Management. Contact their office in DAYTONA BEACH, Florida for a consultation.
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, working with LEXINGTON INVESTMENT COUNSEL, LLC. Their office serves clients in the DAYTONA BEACH metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DAYTONA BEACH
Michael T Koenig — FIRSTRUST LLCChristopher Wood Cannon — FIRSTRUST LLCWilliam James Kearney — FIRSTRUST LLCMichelle Cannon — FIRSTRUST LLCMarcus Allen Wooten — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile