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Jones&Co Wealth Management

Your Account

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Jones&Co is not a brokerage firm. Therefore, client accounts are held with outside custodians.  If
you need help with accessing your account, please call me at (864) 335-8474
. 
 
Because accounts are held outside of Jones&Co, your investment options are  limited to the offerings  from your brokerage firm.  With online brokers, you can place your own trades if you want.  You can also login to access statements and other account information. 

   
  
  • Pershing LLC (UVEST)
  • Fidelity Investments
  • E*Trade
  • TD Ameritrade
  • Sharebuilder

  
 
  
  
All accounts must be held with brokerage firms that are
SIPC insured.  What is SIPC? (needs Flash Player - Don't have Flash? Click here)


Financial Planning · Consulting · Investment Management · Investor Education 

Investment Advisory Services are offered through Jones&Co Wealth Management, Inc., 
a South Carolina Registered Investment Adviser


©2009 Jones&Co Wealth Management, Inc. All rights reserved.
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