Advisor at DCJ Global Wealth Management
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Firm
DCJ Global Wealth Management
Location
Germantown, TN 38138
Credentials
Series 63, Series 65
Industry experience
33 years
David Jones is a financial advisor at DCJ Global Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LPL Financial since 2008. Outside of his advisory role, he is an investor and strategist in a sports nutrition company and serves as a for-profit board member of Sigma Wellness. DCJ Global Wealth Management provides discretionary portfolio management and related advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm’s investment approach centers on technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs a tactical strategy across a range of investment types.
Based on DCJ Global Wealth Management
$100,000 - $499,999: 2.00% annually $500,000 - $1,999,999: 1.5% to 1.99% annually $2,000,000+: Negotiable
Account minimum: $100,000
3011 Centre Oak Way, Suite 101
Germantown, TN 38138
Florida · Mississippi · Tennessee · Texas
LPL Financial
2008 - Present (18 years)
David C.. Jones Global Wealth Management
2008 - Present (18 years)
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Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
Insurance agent
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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