Erin Jones
Erin Jones is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 17 years of industry experience. Erin 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
5403 Eastpark Blvd, Madison, WI, 53718
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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
Erin works as an advisory representative and registered representative for CWM, LLC DBA Carson Group Partners and Cultivate Wealth, dedicating full-time hours to these roles. She also sells fixed insurance products, including life, health, disability, annuities, long-term care, and crop insurance, and is involved with Crop Protection Group LLC, selling federal crop insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.
Harbour Investments, INC.Broker
State Registrations1 state
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