Advisor at OSAIC Institutions, INC.
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.
Location
Ahoskie, NC 27910
Credentials
Series 63, Series 65
Industry experience
31 years
Frank Jones Jr. is a financial advisor with OSAIC Institutions, Inc. in Ahoskie, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Infinex Investments, Inc. since 2011 and Southern Bank & Trust since 2010. Outside of his advisory roles, Jones is involved in selling Medicare supplement insurance and participates in a financial advisor referral program with Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm emphasizes non-discretionary asset management and integrates advisory and brokerage solutions via a network of investment adviser representatives.
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.
506 E. Main St
Ahoskie, NC 27910
North Carolina
Infinex investments, Inc.
2011 - Present (15 years)
Southern Bank & Trust
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Murfreesboro, NC
Credit Union Investment Services
Melissa Howell is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Members Trust Company since 2018 and has been affiliated with several related entities, including State Employees' Credit Union where she serves as a District Manager providing financial advisory services. Howell has also worked as an agent for SECU Life Insurance Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisor recommendations implemented at the client’s discretion.
Series 63, Series 65
Ahoskie, NC
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Wingate Joyner Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Edward Jones since 2016 and previously spent eight years at RBC Capital Markets Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
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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