Unclaimed
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 registered with Cetera Investment Advisers LLC and has been in the industry since 1983. Thomas has a Series 63, Series 65, Series 7, and SIE licenses. Thomas is a Certified Financial Planner™ and is also registered as an investment advisor representative in Georgia. Thomas provides financial planning, educational seminars, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Thomas is also an owner of Financial Planning and Management, Inc.
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 08/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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