Jon Jaques is a CFP-designated registered investment advisor, based in Murfreesboro, TN, with 23 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
745 S. Church St, Suite 605, Murfreesboro, TN, 37130
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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
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
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations5 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.
Exams
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