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Stephen James Marshall Jones

AEGON USA INVESTMENT MANAGEMENT, LLC·CEDAR RAPIDS, Iowa
Unclaimed Profile
6300 C STREET SW, CEDAR RAPIDS, IA 52499-5338CRD# 6841737Firm CRD# 114537
01

About

Stephen James Marshall Jones is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with AEGON USA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AEGON USA INVESTMENT MANAGEMENT, LLC
AEGON ASSET MANAGEMENT US
AUM
$88.5B
Regulatory assets under management
Employees
258
Total firm employees
View all advisors at AEGON USA INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6841737
Firm CRD# 114537
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen James Marshall Jones offer?
Stephen James Marshall Jones specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Stephen James Marshall Jones's credentials?
Stephen James Marshall Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Marshall Jones located?
Stephen James Marshall Jones is based in CEDAR RAPIDS, Iowa, working with AEGON USA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Stephen James Marshall Jones charge for services?
Stephen James Marshall Jones's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGON USA INVESTMENT MANAGEMENT, LLC?
AEGON USA INVESTMENT MANAGEMENT, LLC has approximately 258 employees and manages $88.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CEDAR RAPIDS
Thomas Joseph Berthel — BFC PLANNING, INC.Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Philip Armand Alice Lemmens — AEGON USA INVESTMENT MANAGEMENT, LLCBridget Celia Davis — CEDAR POINT CAPITAL PARTNERS, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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