Ia Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 17 years of industry experience. Ia 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
9275 Sky Park Ct, Ste 350, San Diego, CA, 92123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ia is a 25% owner of Pushpin Financial, a DBA for Cetera Business, and a 100% owner of rental property. Ia is also involved with the PTA at Hearst Elementary School.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Transamerica Financial Advisors, INCBroker
State Registrations18 states
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