Sean David Jones
Investment adviser representative at Capita Financial Network, LLC
33 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- Capita Financial Network, LLCJul 2026 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to now
- Strategic Advisers, Inc.Jun 2003 to now
- Fidelity Brokerage Services, Inc.Oct 1993 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2420284
- Firm CRD
- 290558