Unclaimed
Martavius Delon Jones is a financial advisor with over 25 years of experience in the industry. Jones is currently registered with Cetera Investment Advisers LLC and holds licenses in Tennessee and Texas. Jones specializes in working with individuals and businesses and has experience providing financial planning, pension consulting, educational seminars, and portfolio management services. Jones has previously worked with Kovack Securities Inc., First Union Securities Financial Network, Inc., AmSouth Investment Services, Inc., Invest Financial Corporation and A. G. Edwards & Sons, Inc. Jones is a highly experienced financial advisor and is committed to providing the best possible service to clients.
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
TN
08/07/2024 - Present
Cetera Investment Advisers LLC (MEMPHIS TN)
TN
10/02/2002 - 08/08/2024
KOVACK SECURITIES INC. (MEMPHIS TN)
MO
05/15/2001 - 06/05/2002
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
AL
02/14/2000 - 04/30/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
06/04/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
07/08/1994 - 03/10/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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