Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
31 years
Location
Ahoskie, NC 27910
OSAIC Institutions, INC.
Enterprise
Frank Jones Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Southern Bank & Trust, Centaurus Financial, Inc., and Equitable Advisors. Jones also engages in insurance-related activities, including selling Medicare supplement insurance and assisting with health insurance renewals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
Ahoskie, NC
506 E. Main St
Ahoskie NC 27910
Advisors at this office
1
North Carolina
31 years of industry experience
Infinex investments, Inc.
2011 - Present • 15 years
Ahoskie, NC
Southern Bank & Trust
2010 - Present • 16 years
Ahoskie, NC
Centaurus Financial, Inc.
2003 - 2010 • 7 years
Equitable Advisors
2001 - 2003 • 2 years
Chesapeake, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Ahoskie, NC
Edward Jones
Wingate Joyner Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
CFP®, Series 66
Murfreesboro, NC
Edward Jones
Sara Crowder is a financial advisor at Edward Jones in Murfreesboro, NC, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014 and serves on the finance committee at Boykins Baptist Church. Additionally, she has been involved with the Jameer Woodley Reading Foundation since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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