Terry
Jones
Avantax Advisory Services
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About this Advisor
Terry Jones is a financial advisor based in Falls Church, Virginia, working with Avantax Advisory Services. Terry has previously held positions at Terry L. Jones, Cpa, Tj Talent, Avantax Invesment Services, Inc, Avantax Advisory Services, Assurant Health, Assurant Health - Time Insurance Company, Employee Benefits Corporation Of America, Ihc Health Solutions, Ryan And Whitmore, Pc, Cigna Appointed Agent, Avantax Insurance Agency, Carefirst, Terry L Jones, Cpa, LLC, Agent Fo The Dental Network, Dba Car, Megalithic Minerals & Leasing, LTD, and Megalithic Oklahoma Minerals, LTD. Terry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Terry is part of Avantax Advisory Services, which operates out of Falls Church, Virginia. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Other
Terry Jones Work History
Megalithic Oklahoma Minerals, LTD
Megalithic Minerals & Leasing, LTD
Avantax Insurance Agency
Avantax Advisory Services
Terry L. Jones, Cpa
Avantax Invesment Services, Inc
Terry L Jones, Cpa, LLC
Cigna Appointed Agent
Ryan And Whitmore, Pc
Ihc Health Solutions
Assurant Health
Assurant Health - Time Insurance Company
Carefirst
Agent Fo The Dental Network,Dba Car
Employee Benefits Corporation Of America
Employee Benefits Corporation Of America
Tj Talent
Disclosures
Please visit the SEC profile of Terry 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 Avantax Advisory Services
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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.
