Terry Jones
Terry Jones is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Falls Church, VA, with 24 years of industry experience. Terry 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
Falls Church, VA
Get directionsHistory
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
Terry is an agent for Avantax Insurance Agency, selling equity indexed annuities, and also provides accounting and tax preparation services through Terry L Jones, CPA, LLC and Terry Jones, CPA, dedicating about half their time to these activities. Terry also participates in various limited partnerships and investments, and serves as a board member for the Northern Virginia Bridge Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations11 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
More Advisors
- James Knochenmus, CFPVitality Planning, LLC
- Elizabeth Napper, CFPCw Advisors, LLC
- Robert Burns, ChFCAllstate Financial Advisors, LLC
- Karen Blair, CFPCjm Wealth Advisers, LTD.
- Samer Eshmawy, CFPAzzad Asset Management, INC.
- Melissa Paine, CFP