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Jeffrey Wendell Jones

Investment adviser representative at Essex Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
23 yearsFirm in business

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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
  • Pension consulting

Experience

11 years in the industry.

  1. Essex Financial Services, Inc.May 2025 to now
  2. UnemployedJan 2025 to Apr 2025
  3. Fci AdvisorsNov 2024 to Jan 2025
  4. Wilmington TrustApr 2023 to Nov 2024
  5. Rim SecuritiesAug 2015 to Apr 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (CT).

Essex Financial Services, Inc.

$4.2BAssets managed
2,963Clients
33Advisers
23 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
5475864
Firm CRD
127549
Advisor's SEC record (opens in a new tab)
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