Unclaimed Profile

Lisa M Jones

AMUNDI ASSET MANAGEMENT US, INC.·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 26, Series 39, Series 63Clean record22 years registeredAMUNDI ASSET MANAGEMENT US, INC.

60 STATE STREET, BOSTON, MA 02109-1820CRD# 1324612Firm CRD# 107719

Profile Verification

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

Identity

Lisa M Jones · BOSTON, MA

Registration

CRD #1324612 · AMUNDI ASSET MANAGEMENT US, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMUNDI ASSET MANAGEMENT US, INC.

MFS INSTITUTIONAL ADVISORS INC.

Jan 2004 – Sep 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 26

Series 39

Series 63

Registration record

First registered · January 22, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMUNDI ASSET MANAGEMENT US, INC.

CRD 107719 · SEC 801-8255

AUM

$99.7B

Regulatory assets under management

Employees

373

260 client accounts

Services offered by AMUNDI ASSET MANAGEMENT US, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at AMUNDI ASSET MANAGEMENT US, INC. →

Introduction

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Frequently Asked Questions

What services does Lisa M Jones offer?

Lisa M Jones specializes in Investment Management, Retirement Planning, Wealth Management.

What are Lisa M Jones's credentials?

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

Where is Lisa M Jones located?

Lisa M Jones is based in BOSTON, Massachusetts, last registered with AMUNDI ASSET MANAGEMENT US, INC..

How does Lisa M Jones charge for services?

Lisa M Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMUNDI ASSET MANAGEMENT US, INC.?

AMUNDI ASSET MANAGEMENT US, INC. has approximately 373 employees and manages $99.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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