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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Davis Jones is a financial advisor who has been in the industry since 1983. Jones is currently registered with Cetera Investment Advisers LLC and previously worked with Summit Brokerage Services, Inc., VSR Financial Services, Inc., and The Lincoln National Life Insurance Company, among others. Jones is a Certified Financial Planner and holds Series 7, Series 63, Series 65, and SIE licenses. Jones specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for both businesses and 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.
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2
GA
03/22/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
01/04/1996 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (ATLANTA GA)
IN
02/07/1991 - 03/15/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/07/1993 - 01/19/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
05/18/1990 - 08/17/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
02/07/1991 - 04/22/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
OH
04/19/1989 - 03/05/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
07/01/1986 - 05/23/1989
INTERNATIONAL MONEY MANAGEMENT GROUP, INC.
NA
11/14/1984 - 07/22/1986
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
06/22/1983 - 10/09/1984
FSC SECURITIES CORPORATION
IA
Issued 8/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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