Terry
Jones
Avantax Advisory Services
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About this Advisor
Terry Jones is a personal financial specialist operating in Falls Church, Virginia with 16 years of relevant experience. Jones works at Avantax Advisory Services. During their career, the advisor has held roles 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, Carefirst, Megalithic Oklahoma Minerals, LTD, Avantax Insurance Agency, Terry L Jones, Cpa, LLC, Agent Fo The Dental Network, Dba Car and Megalithic Minerals & Leasing, LTD. Jones has Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Virginia. Avantax Advisory Services is a firm headquartered in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It controls $31 billion in assets across its 123,393 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually are based on the services provided. Fees charged by Avantax Advisory Services can be comprised of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Terry Jones Work History
Terry has been registered as a financial advisor for 16 years.*
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
*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 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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Ann Arbor, MI
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