Mary Elizabeth Jones

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Market timing

Experience

10 years in the industry.

1. Q3 Asset Management CorporationFeb 2025 to now
2. Clifford Hubbs Wealth Care ServicesJan 2025 to now
3. H&w Cpas & AdvisorsJan 2025 to now
4. Cetera Investment Advisers LLCSep 2025 to Dec 2025
5. Cetera Wealth Services, LLCSep 2025 to Dec 2025
6. Avantax Advisory ServicesJan 2025 to Sep 2025
7. Avantax Insurance Agency, LLCJan 2025 to Sep 2025
8. Avantax Investment Services Inc.Jan 2025 to Sep 2025
9. Q3 Asset Management CorporationOct 2024 to Dec 2024
10. Osaic Wealth, Inc.Jul 2024 to Oct 2024
11. Ceros Financial Services, Inc.Sep 2022 to Jun 2024
12. Flexible Plan Investments, Ltd.Sep 2022 to Jun 2024
13. John Hancock Investment Management Distributors LLCDec 2021 to Aug 2022
14. John Hancock Investment Management LLC.Nov 2021 to Aug 2022
15. Woodbury Financial Services, Inc.Jul 2018 to Dec 2021
16. Capital One Advisors, LLCJul 2017 to Jul 2018
17. Capital One Investing, LLCMay 2017 to Jul 2018
18. Maternity LeaveDec 2016 to May 2017
19. Provasi Capital Partners LPNov 2015 to Nov 2016

Exams passed

• Series 63 · Uniform Securities Agent State Law2011
• Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (AR).

Q3 Asset Management Corporation

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

5402465

Firm CRD

137839