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Richard Forrest Jones

FTJ FUNDCHOICE, LLC·HEBRON, Kentucky
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2300 LITTON LANE, HEBRON, KY 41048CRD# 261633Firm CRD# 125446
01

About

Richard Forrest Jones is a registered financial advisor based in HEBRON, Kentucky, affiliated with FTJ FUNDCHOICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ORION PORTFOLIO SOLUTIONS, LLC
ORION PORTFOLIO SOLUTIONS, LLC
AUM
$14.2B
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 261633
Firm CRD# 125446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Forrest Jones offer?
Richard Forrest Jones specializes in Investment Management, Wealth Management. Contact their office in HEBRON, Kentucky for a consultation.
What are Richard Forrest Jones's credentials?
Richard Forrest Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Forrest Jones located?
Richard Forrest Jones is based in HEBRON, Kentucky, working with FTJ FUNDCHOICE, LLC. Their office serves clients in the HEBRON metropolitan area and surrounding communities.
How does Richard Forrest Jones charge for services?
Richard Forrest Jones's firm is compensated through percentage of aum, subscription fees, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FTJ FUNDCHOICE, LLC?
FTJ FUNDCHOICE, LLC has approximately 112 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HEBRON
Phillip Charles Markgraf — FTJ FUNDCHOICE, LLCMichael Eugene Hall — FTJ FUNDCHOICE, LLCDavid Paul Engel — FTJ FUNDCHOICE, LLCGregory James Rawlins — FTJ FUNDCHOICE, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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