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Richard Forrest Jones

FTJ FUNDCHOICE, LLC·HEBRON, Kentucky
SIE, Series 00Clean recordFTJ FUNDCHOICE, LLC
2300 LITTON LANE, HEBRON, KY 41048CRD# 261633Firm CRD# 125446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Forrest Jones · HEBRON, KY
Registration
CRD #261633 · FTJ FUNDCHOICE, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 00
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ORION PORTFOLIO SOLUTIONS, LLC
CRD 125446 · SEC 801-61964
AUM
$14.2B
Regulatory assets under management
Employees
112
81,242 client accounts
Services offered by ORION PORTFOLIO SOLUTIONS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →
Introduction

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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 at FTJ FUNDCHOICE, LLC

John Russel Vanneman
OMAHA, NE
CFA
Dean William Cook
OMAHA, NE
Michael Eugene Hall
HEBRON, KY
Todd Patrick Clarke
OMAHA, NE
Randy Thomas Lambert
OMAHA, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (181)LEXINGTON (67)COVINGTON (41)BOWLING GREEN (5)FT. WRIGHT (5)FT. MITCHELL (3)WADDY (3)PROSPECT (3)ELIZABETHTOWN (3)NICHOLASVILLE (2)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideBOWLING GREEN GuideFT. WRIGHT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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