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Jeremy David Jones

YOUNG RICHARD C & CO LTD·NEWPORT, Rhode Island
Unclaimed Profile
98 WILLIAM STREET, NEWPORT, RI 02840CRD# 4821422Firm CRD# 105866
01

About

Jeremy David Jones is a registered financial advisor based in NEWPORT, Rhode Island, affiliated with YOUNG RICHARD C & CO LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
YOUNG RICHARD C & CO LTD
YOUNG RICHARD C & CO LTD
AUM
$1.4B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at YOUNG RICHARD C & CO LTD →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4821422
Firm CRD# 105866
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy David Jones offer?
Jeremy David Jones specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWPORT, Rhode Island for a consultation.
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, working with YOUNG RICHARD C & CO LTD. Their office serves clients in the NEWPORT metropolitan area and surrounding communities.
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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Other advisors in NEWPORT
Richard Carlyle Young — YOUNG RICHARD C & CO LTDMatthew Alexander Young — YOUNG RICHARD C & CO LTDChristopher John Stack — YOUNG RICHARD C & CO LTDAmy Lynn Evans — YOUNG RICHARD C & CO LTDKendrik Jon Dekoning — DEKONING AND COMPANY, LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)WARWICK (11)WEST WARWICK (9)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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