Grace Jones
Grace Jones is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sandy, UT, with 2 years of industry experience. Grace is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9815 South Monroe St, Suite 550, Sandy, UT, 84070
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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
Grace sells fixed insurance products with various companies since November 2023, dedicating full-time hours to this activity. She also works as a financial advisor for Renaissance Financial Corp since January 2024, also dedicating full-time hours, and is the VP of Finance for Pi Beta Phi Salt Lake City Alumni Club, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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