Timothy Jones
Timothy Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 31 years of industry experience. Timothy 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
1516 Hillcrest St., Suite 106, Orlando, FL, 32803
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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
Timothy is an Agent/Managing Partner at American Harbour Wealth Management, engaging in sales and service of fixed and health insurance products, as well as securities products and services. This takes Timothy a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Suntrust Securities, INC.Broker
Suntrust Securities, INC.Broker
State Registrations17 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.