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Rebecca Fuentes Jones
REBECCA FUENTES, REBECCA FUENTES-JONES, Rebecca F Jones
CRD#: 5361659
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 SIX CONCOURSE PARKWAY
SUITE 2600
ATLANTA, GA 30328-6104
Registration History
20082010201220142016201820202022202420262 FIRMS2021 - Present (3 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2007 - 2021 (14 years)IAWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2015 - 2021 (5 years)
License(s)

State Registrations

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Florida 7/27/2022

IA
Georgia 10/5/2021

B
Georgia 10/1/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
SIX CONCOURSE PARKWAY SUITE 2600, ATLANTA, GA 30328-6104
Buford, GA
Registered with this firm since 10/5/2021

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
SIX CONCOURSE PARKWAY SUITE 2600, ATLANTA, GA 30328-6104
Buford, GA
Registered with this firm since 10/1/2021

Previous Registration(s)
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10/01/2015 - 09/14/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SUWANEE, GA
B
08/06/2007 - 09/14/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SUWANEE, GA
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.