James Jones

from Capital Advisor Network
SEC regulated
Regulated Investment Advisor
James Jones is a financial advisor based in Indiana, Lafayette, with 22 years of experience. James currently works for Capital Advisor Network. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Jones works at Capital Advisor Network
Capital Advisor Network is a financial advisory firm based in Lafayette, Indiana. It currently has approximately $79,416,482 of assets under management and employs about 11 people. Capital Advisor Network uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
925 Mezzanine Drive, Suite C, Lafayette, Indiana, 47905

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