Stephen Jones
Stephen Jones is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edmond, OK, with 10 years of industry experience. Stephen 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
2232 NW 164th St, Edmond, OK, 73013
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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
Stephen is an associate at Taylor| Basden & Associates, owner of Clarke Financial LLC, and president of Jones Financial Partners, where he sells and services insurance, securities, and investment products. He also works as a notary public and receives referral fees from estate planners, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations28 states
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