Thomas Jones
Thomas Jones is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 43 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
163 Osner Drive, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved in several business activities, including managing a working farm, serving as a trustee, and acting as president/CEO of Insurance and Employee Benefits, Inc., which offers group and individual life/health insurance. He also dedicates a significant amount of time to Financial Planning and Management, Inc., his financial services DBA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Guardian Investor Services CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Guardian Investor Services CorporationBroker
Capital Analysts, IncorporatedBroker
International Money Management Group, INC.Broker
Investment Management & Research, INCBroker
Fsc Securities CorporationBroker
State Registrations9 states
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
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