Securities America Welcomes Felix Jones, Advisor with $80 Million in Client Assets
"I wanted to be with a firm where I feel more like an actual person and have a personal relationship with the firm instead of being a number in a system," Jones said. "Securities America feels more like a smaller firm. They give more personalized service. They know you and know what you're about."
Jones had about $80 million in client assets at his previous firm. He has more than 25 years of experience in employee benefits, with a specialty in reviewing and servicing 401(k) plans. He spent 22 years as a regional manager with the Principal Financial Group, where he assisted clients with group life and health insurance and 401(k) planning.
"We're delighted to have a successful advisor like Felix as part of the Securities America team," said Gregg Johnson, executive vice president of branch office development and acquisitions. "He has done an outstanding job building a business that's respected in his community. We look forward to working closely with him to help continue that growth for many years to come."
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 2,000 independent advisors and $60 billion in client assets.
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Securities offered through Securities America, Inc., member FINRA/SIPC. The Holmes Organisation, HUB International and Securities America are separate, unaffiliated entities.