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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey V Jones is an investment advisor representative and registered with Cetera Investment Advisers LLC. Jeffrey has been in the industry since October 2004 and has a broad range of experience, including working with Edward Jones and Beneficial Investment Services, Inc.. Currently, Jeffrey is affiliated with Cetera Investment Advisers LLC in Idaho Falls, ID and Meridian, ID. Jeffrey is a licensed agent and has passed the following exams: Series 66, Series 63, SIE, and Series 7. Jeffrey offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
ID
06/29/2023 - Present
Cetera Investment Advisers LLC (IDAHO FALLS ID)
UT
10/01/2007 - 01/04/2008
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
ID
10/13/2004 - 09/18/2007
EDWARD JONES (IDAHO FALLS ID)
BOTH
Issued 3/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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