Chad Jones
Chad Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in North Wilkesboro, NC, with 22 years of industry experience. Chad 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
1404 West D Street, North Wilkesboro, NC, 28659
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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
Chad sells fixed life insurance outside of Cetera. This activity is investment-related.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
PNC InvestmentsBroker
PNC Investments
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Coastal Discount Stockbrokers, INC.Broker
State Registrations6 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.