RJ
ChFC
RJ
ChFC

Rodney Jones

41 Years of Experience
Norman, OK
3 DisclosuresBrokerSells Insurance

Rodney Jones is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Norman, OK, with 41 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

717 Wall Street, Norman, OK, 73069

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 1989
Customer Dispute
March 1988
Settled
Customer Dispute
February 1988
Settled
Other Business ActivitiesSells Insurance

Rodney manages residential real estate, runs Rodrea Properties LLC, and is a senior partner at Jones Financial Partners providing financial planning and investment management. He also recruits insurance agents and sells fixed insurance products, dedicating about a quarter of his time to these insurance-related activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 1996 - June 2021 · 25 yrs 3 mos
Voya Financial Advisors, INC.Broker
February 1994 - June 2021 · 27 yrs 4 mos
North American Management, INC.Broker
January 1991 - February 1994 · 3 yrs 1 mo
A. B. Culbertson and CompanyBroker
June 1989 - April 1990 · 10 mos
Dean Witter Reynolds INC.Broker
May 1987 - March 1989 · 1 yr 10 mos
Prudential-Bache Securities INC.Broker
February 1985 - May 1987 · 2 yrs 3 mos
Pruco Securities CorporationBroker
May 1983 - March 1985 · 1 yr 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.