RJ
RJ

Rebecca Jones

24 Years of Experience
DeLand, FL
BrokerSells Insurance

Rebecca Jones is a registered investment advisor, based in DeLand, FL, with 24 years of industry experience.

Location

124 N. Stone St, DeLand, FL, 32720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Rebecca is an Investment Advisor Representative (IAR) with Kestra Advisory Services, dedicating full-time hours to investment advisory services. She is also the President and an insurance agent at RLJ Wealth Management, and a partner at RLJ Investment Holdings Inc, spending minimal time on each.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Kestra Advisory Services, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2010 - January 2025 · 14 yrs 3 mos
Cambridge Investment Research, INC.Broker
September 2010 - January 2025 · 14 yrs 4 mos
Edward Jones
July 2007 - September 2010 · 3 yrs 2 mos
Edward JonesBroker
April 2007 - September 2010 · 3 yrs 5 mos
Wachovia Securities, LLC
April 2001 - April 2007 · 6 yrs
Wachovia Securities, LLCBroker
April 2001 - April 2007 · 6 yrs
State Registrations34 states
ALARAZCACOFLGAHIIDILINKSKYMDMIMNMOMTNCNENJNMNYOHOKORPARISCTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.