Unclaimed Profile

Brian L Jones

GAVION, LLC·MEMPHIS, Tennessee

Series 7, Series 63Clean record22 years registeredGAVION, LLC

6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 2153188Firm CRD# 167807

Profile Verification

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

Identity

Brian L Jones · MEMPHIS, TN

Registration

CRD #2153188 · GAVION, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Jul 2019 – present

GAVION, LLC

Oct 2013 – Dec 2019

MEMPHIS, TN

CONSULTING SERVICES GROUP, LLC

May 2004 – Sep 2013

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAVION, LLC

CRD 167807 · SEC 801-78065

AUM

$218M

Regulatory assets under management

Employees

13 client accounts

Services offered by GAVION, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GAVION, LLC →

Introduction

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Frequently Asked Questions

What services does Brian L Jones offer?

Brian L Jones specializes in Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Brian L Jones's credentials?

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

Where is Brian L Jones located?

Brian L Jones is based in MEMPHIS, Tennessee, working with GAVION, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Brian L Jones charge for services?

Brian L Jones's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAVION, LLC?

GAVION, LLC has approximately 12 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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