Paul Allen Jones
Investment adviser representative at LPL Financial LLC
25 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCJul 2021 to now
- Bozeman Area Chamber of CommerceNov 2019 to Jul 2021
- Lds ChurchMay 2017 to Dec 2019
- Three Forks Lds ChurchNov 2013 to Jul 2021
- Biz To BizFeb 2013 to Oct 2020
- Manhattan Chamber of CommerceMar 2010 to Jan 2021
- Waddell & Reed, Inc.Oct 2004 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesOct 2001 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 5 states (CO, KY, MT, NV, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4865019
- Firm CRD
- 6413