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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ballard Jones is a financial advisor registered with Cetera Investment Advisers LLC. Jacqueline is a financial services professional with over 27 years of experience in the industry. Her prior experience includes positions with MML Investors Services, LLC and MetLife Securities Inc. Jacqueline holds Series 6, 7, and 65 licenses, as well as the SIE exam. Jacqueline provides financial planning, portfolio management for individuals and businesses, and pension consulting. She also offers educational seminars and selection of other advisors. Jacqueline is registered to provide investment advisory services in Maryland and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
03/12/2024 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
01/17/2014 - 12/31/2023
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
07/29/1996 - 01/10/2014
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
07/29/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENBELT MD)
IA
Issued 9/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 7/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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