Terry Lynn Jones
Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
2 statesRegistered in
PFSDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Megalithic Oklahoma Minerals, LtdJan 2020 to now
- Megalithic Minerals & Leasing, LtdDec 2019 to now
- Terry L Jones, Cpa, LLCAug 2002 to now
- Avantax Insurance AgencyApr 2017 to Sep 2025
- Cigna Appointed AgentNov 2016 to Oct 2020
- CarefirstDec 2009 to Nov 2022
- Agent Fo the Dental Network,dba CarJan 2009 to Nov 2022
- Avantax Advisory ServicesMar 2007 to Sep 2025
- Employee Benefits Corporation of AmericaJan 2007 to Nov 2022
- Avantax Invesment Services, Inc.Dec 2002 to Sep 2025
- Tj TalentJan 1995 to Oct 2020
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2176414
- Firm CRD
- 105644