JJ
CFP
JJ
CFP

Jon Jaques

22 Years of Experience
Schaumburg, IL
BrokerSells Insurance

Jon Jaques is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 22 years of industry experience. Jon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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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

Jon is involved in several business activities, including Corporate Record Services Inc, Jaques Wealth Advisors, Jaques CPA PC, Skylo Inc, Traffic Control Group Inc, and United States Submarine Veterans Inc. He also sells insurance products through Avantax Insurance Entities, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2018 - September 2025 · 7 yrs 8 mos
Avantax Investment Services, INC.Broker
June 2005 - September 2025 · 20 yrs 3 mos
Signator Investors, INC.
August 2004 - June 2005 · 10 mos
Signator Investors, INC.Broker
May 2003 - June 2005 · 2 yrs 1 mo
State Registrations5 states
ALCAFLSCTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.