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 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
Firm Size
IM Fee
Assets Under Management
Location
Falls Church, VA
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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
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 Registrations10 states
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