USPTO trademark record

T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

Live registered mark · Owner Jones Advisory Group · Classes 36

Mark details

Owner: Jones Advisory Group
Serial number: 99217147
Registration number: 8133614
Status: REGISTERED
Classes: 36 (Finance / insurance)
Filed: 2025-06-04
Registered: 2026-02-10
Goods / services: Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting ser…

Register data as of 2026-11-09. Records can trail live filings — check the official USPTO search for the latest status before filing.

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