Anthony Jones, financial advisor Orlando FL

Anthony Jones

CRD Number: 4991663
Current Firm: Cetera Investment Advisers LLC

Anthony Jones (CRD# 4991663) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orlando, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists Schaumburg, IL Jun 2016 - Current 8
Cetera Investment Advisers LLC Schaumburg, IL Jun 2016 - Current 8
Taxes By Tony, LLC Orlando, FL May 2016 - Current 8
Anthony Jones Casselberry, FL Mar 2008 - Current 16
Mollica And Jenson, LLC Longwood, FL Sep 2012 - May 2016 3
Cetera Investment Advisers LLC Schaumburg, IL Sep 2007 - Jan 2016 8
Cetera Financial Specialists LLC Schaumburg, IL Jul 2007 - Jan 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Anthony D. Jones
Phone Number: 310-257-7880
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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