Adam
Jones
Cetera Investment Advisers LLC
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About this Advisor
Adam Jones is a financial advisor who works in Latham, New York with 2 years of relevant experience. Jones works at Cetera Investment Advisers LLC. The advisor has gained experience at Spectrum Reach, Foresters Financial, Firstlight Fiber, Pierro, Connor & Associates, Foresters Financial Services, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Jones holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Texas. Cetera Investment Advisers LLC is an advisory company based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It manages $33 billion in assets across its 176,986 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 431 charitable organizations. Of its 176,986 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company offers a diverse assortment 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 charged by financial advisors largely depend on which services are provided. However, fees billed by Cetera Investment Advisers LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$33,356,369,941
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,094
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
176,986
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$188,469
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
Adam Jones Work History
Adam has been registered as a financial advisor for 2 years.*
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Foresters Financial
Foresters Financial Services
Firstlight Fiber
Pierro, Connor & Associates
Spectrum Reach
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
San Marino, CA
Oklahoma City, OK
Philadelphia, PA
Irvine, CA
Anaheim, CA
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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