Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jones is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since 1989. Jennifer holds Series 6, 7, 63, and 65 securities licenses and is registered to provide investment advice in Arizona, California, Florida, Illinois, Maryland, New Jersey, New York, Oklahoma, Pennsylvania, and Virginia. Jennifer provides financial planning, portfolio management for businesses and individuals, and pension consulting services.
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
VA
03/21/2024 - Present
Cetera Investment Advisers LLC (CHESAPEAKE VA)
OK
05/31/2007 - 10/03/2016
INVESTORS CAPITAL CORP. (JENKS OK)
OK
03/16/2007 - 06/04/2007
NEXT FINANCIAL GROUP, INC. (JENKS OK)
OK
06/04/2001 - 03/22/2007
MML INVESTORS SERVICES, INC. (TULSA OK)
NJ
03/29/1999 - 09/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
08/03/1995 - 04/06/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
03/21/1990 - 07/25/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/08/1988 - 11/06/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
11/20/1987 - 04/24/1989
MML INVESTORS SERVICES, INC.
NA
11/20/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Jones is the right advisor for you? Invested Better is here to help.
