Unclaimed Profile

Jeremy David Jones

YOUNG RICHARD C & CO LTD·NEWPORT, Rhode Island

Series 65Clean record22 years registeredYOUNG RICHARD C & CO LTD

98 WILLIAM STREET, NEWPORT, RI 02840CRD# 4821422Firm CRD# 105866

Profile Verification

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

Identity

Jeremy David Jones · NEWPORT, RI

Registration

CRD #4821422 · YOUNG RICHARD C & CO LTD · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: YOUNG RICHARD C & CO LTD

YOUNG RICHARD C & CO LTD

Jun 2004 – Nov 2023

NEWPORT, RI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

YOUNG RICHARD C & CO LTD

CRD 105866 · SEC 801-35765

AUM

$1.4B

Regulatory assets under management

Employees

1,992 client accounts

Services offered by YOUNG RICHARD C & CO LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at YOUNG RICHARD C & CO LTD →

Introduction

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Frequently Asked Questions

What services does Jeremy David Jones offer?

Jeremy David Jones specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jeremy David Jones's credentials?

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

Where is Jeremy David Jones located?

Jeremy David Jones is based in NEWPORT, Rhode Island, last registered with YOUNG RICHARD C & CO LTD.

How does Jeremy David Jones charge for services?

Jeremy David Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is YOUNG RICHARD C & CO LTD?

YOUNG RICHARD C & CO LTD has approximately 13 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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