Michael Joseph Jones
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Bluemount Financial, LLCNov 2023 to now
- Michael J Jones, Jr dba Sonic Squirrel ProductionsMar 2022 to now
- Avantax Advisory ServicesNov 2023 to Sep 2025
- Avantax Investment Services Inc.Nov 2023 to Sep 2025
- Fidelity Personal and Workplace AdvisorsMay 2022 to Oct 2023
- Fidelity Brokerage Services LLCMar 2022 to Oct 2023
- Bank of America, N.A.Jan 2018 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Feb 2022
- La-z-boy Furniture GalleriesAug 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6904457
- Firm CRD
- 105644