Matthew Jones
Matthew Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 3 years of industry experience. Matthew 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
6100 Seagull St Ste B-208, Albuquerque, NM, 87109
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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
Matthew is a financial professional at Fanning Financial LLC, offering financial planning, investment options, retirement planning services, and insurance products since November 2023. This takes about a quarter of his time, with a significant portion during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations4 states
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