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Aegis Wealth Management System. News & Resources. Aegis Wealth Management System. News & Resources. With significant wealth comes great opportunity, as well as an increasing complexity of choice-especially with respect to who you entrust to share your financial and personal aspirations. Why Independence Should Matter to You. With no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. Know Your ABC’s and CFP ’s.

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Aegis Wealth Management System. News & Resources. Aegis Wealth Management System. News & Resources. With significant wealth comes great opportunity, as well as an increasing complexity of choice-especially with respect to who you entrust to share your financial and personal aspirations. Why Independence Should Matter to You. With no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. Know Your ABC’s and CFP ’s.

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Our Team - Aegis Wealth Group

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Charities Worthy of Mention. Home / Our Team. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Roy Jones, CFP , MBA. BA International Relations, Brigham Young University. Minor, Military Science. MBA, Westminster College. Graduate Certificate in Financial Planning, Westminster College. Series 7, 24, 63, 65, and 66 registrations with DFPG Investments, Inc. Roy Jones is the co-founder and co-owner of Aegis Wealth Group. Getting to know Roy. Series 7 and 66 ...

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