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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Paul Jones is an Investment Advisor Representative with Cetera Investment Advisers LLC. Jay Paul Jones has been in the financial services industry since April 2011. Jay Paul Jones holds the Series 66, Series 7, and SIE exams. Jay Paul Jones has worked for several firms including Securian Financial Services, Inc., Diamond State Financial Group, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Jay Paul Jones is registered in Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and South Carolina. Jay Paul Jones specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jay Paul Jones is a Certified Financial Planner and a Chartered Financial Consultant.
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
DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
04/22/2011 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
BOTH
Issued 05/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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