Brian Jones is a registered investment advisor, based in Fond du Lac, WI, with 19 years of industry experience.
Location
249 N. Country Lane Suite 201, Fond du Lac, WI, 54935
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian has a 10% ownership in Ledgevest Financial since 2019 and acts as power of attorney for his spouse since 2020. He also serves as treasurer for Beacon House Foundation, dedicating minimal time to attending meetings and overseeing the organization's financial health.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.Broker
State Registrations23 states
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