Cetera Advisors LLC
About this Advisor
Jason Jones is a financial advisor operating out of Longwood, Florida, with a total of 10 years in the industry. Jones is currently employed by Cetera Advisors LLC. Their career trajectory has included roles at Windstream Communications, Edward Jones, Cetera Advisors, Synergy Wealth Alliance and Rotary Club Of Seminole County Sunset. Jones holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Cetera Advisors LLC is a registered investment company based out of Longwood, Florida. It has offices in 692 locations and a total of 1,164 people on staff. It handles $15 billion in total assets among its 58,946 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 102 charitable organizations. Of its 58,946 accounts, 25% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fee types charged by Cetera Advisors LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Jones Work History
Jason has 10 years of experience.
Synergy Wealth Alliance
Rotary Club Of Seminole County Sunset
Jason Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Advisors LLC
Winston Salem, NC
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.