Michelle Jones
Michelle Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane Valley, WA, with 23 years of industry experience. Michelle 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
420 N Evergreen Rd, Suite 500, Spokane Valley, WA, 99216
Get directionsHistory
Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Michelle sells life, health, disability, and fixed annuities as an insurance agent, dedicating minimal time per week. She is also a financial professional with Core Financial Group, spending about a quarter of her time there, and owns Michelle Jones, LLC for expense management, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
LPL Financial LLC
Financial Advocates Investment Management
Financial Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations18 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.