JJ
JJ

Jennifer Jones

37 Years of Experience
Chesapeake, VA
2 DisclosuresBrokerSells Insurance

Jennifer Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in Chesapeake, VA, with 37 years of industry experience. Jennifer 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

Chesapeake, VA

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History

Regulatory History (2)
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.
Customer Dispute
February 2000
Denied
Employment Separation After Allegations
July 1995
Other Business ActivitiesSells Insurance

Jennifer is an insurance agent selling life, disability, and long-term care insurance with various companies, dedicating a full-time amount of time to this activity. She is also the owner/president of Jones, LLC, a financial services company, which also takes a full-time amount of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
November 2016 - March 2024 · 7 yrs 4 mos
Cetera Advisors LLC
October 2016 - November 2016 · 1 mo
Investors Capital Advisory
June 2007 - October 2016 · 9 yrs 4 mos
Investors Capital CORP.Broker
May 2007 - October 2016 · 9 yrs 5 mos
Next Financial Group, INC.
March 2007 - June 2007 · 3 mos
Next Financial Group, INC.Broker
March 2007 - June 2007 · 3 mos
MML Investors Services, INC.
September 2001 - March 2007 · 5 yrs 6 mos
MML Investors Services, INC.Broker
June 2001 - March 2007 · 5 yrs 9 mos
Painewebber IncorporatedBroker
March 1999 - September 2000 · 1 yr 6 mos
First Union Capital Markets CORP.Broker
August 1995 - April 1999 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - July 1995 · 5 yrs 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
December 1988 - November 1989 · 11 mos
MML Investors Services, INC.Broker
November 1987 - April 1989 · 1 yr 5 mos
Massachusetts Mutual Life Insurance CompanyBroker
November 1987 - January 1988 · 2 mos
State Registrations10 states
CAFLILNCNJNYOKPASCVA
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.