Deborah Jones is a CFP-designated registered investment advisor, based in Houston, TX, with 32 years of industry experience.
Location
16842 Royal Crest, Houston, TX, 77058
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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
Deborah sells equity indexed annuities through Avantax Insurance Agency LLC and LTC and fixed annuities through Golden Rule/One America, dedicating minimal time to each. She also owns and manages rental properties and works full-time as a tax and financial planner at Jones Tax & Financial Services, Inc. and as a wealth management advisor for Integrated Tax and Wealth Strategies.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Planning Partners, INC.
Previous Registrations
Jones Tax & Investment Planning Services, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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