Bruce Jones
Bruce Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 22 years of industry experience. Bruce 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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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
Bruce is an agent for Avantax Insurance Agency, selling various annuity products since 2005, dedicating minimal time to this. He is also a CPA/Member at PARR & JONES CPAS LLC, spending full-time hours providing accounting services and tax preparation, and owns JONES WEALTH MANAGEMENT as a DBA for investment services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations17 states
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