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Roy J
Series 63, Series 66, Series 65
Florence, SC
Financial & Tax Architects, LLC
Roy Jones Jr. is a financial advisor at Financial & Tax Architects, LLC with five years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his current role, he has worked at The Master's Choice, Inc. since 2001. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly reviews and rebalancing, offering customizable portfolios across different risk levels and also provides sub-advisory services to other registered investment adviser firms.
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