Jason
Jones

Cetera Advisors LLC

CRD#5944454
Investment Advisor
in Longwood, FL

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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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Longwood, FL

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

FL Average: $2,349,664,866
Total Number of Employees

1,164

FL Average: 28
Total Number of Accounts

58,946

FL Average: 1,101
Average Account Size

$255,680

FL Average: $2,134,119

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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.

2019 - Present (3 years)

Cetera Advisors

2019 - Present (3 years)

Synergy Wealth Alliance

2014 - Present (8 years)

Rotary Club Of Seminole County Sunset

2011 - 2019 (8 years)

Edward Jones

2010 - 2011 (1 year)

Windstream Communications

Disclosures

Jason Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Amanda Hall
Winston Salem, NC
Matthew Jadwisiak
Dayton, OH
William Lourcey
Arlington, TX
Cary Foster
Athens, GA
John Gutowsky
Chanhassen, MN
Corey Ross
Spokane, WA
Grace Hayden
Atlanta, GA
Joshua Rosenberg
Wilmington, NC

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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