Michelle Robin Jones

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 03/2023
  Lpl Financial Llc
  Wenatchee, WA
• 10/2015 → 09/2018
  Financial Management, Inc.
  Wenatchee, WA
• 12/2018 → 03/2023
  Financial Advocates Investment Management
  Wenatchee, WA
• 03/2023 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 09/2012 → Present
  Michelle Jones, Llc
  Spokane Valley, WA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-12-10 → 2023-03-13
  Financial Advocates Investment Management
  Wenatchee, WA
  Olympia, WA
• 2012-09-04 → 2022-10-28
  Lpl Financial Llc
  East Wenatchee, WA
  Wenatchee, WA
• 2015-12-03 → 2018-10-02
  Financial Management, Inc.
  East Wenatchee, WA
  Yakima, WA
• 2004-11-17 → 2012-09-13
  Valic Financial Advisors, Inc.
  Renton, WA
  Seattle, WA
  East Wenatchee, WA
  Renton, WA
  East Wenatchee, WA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 01/2002 APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, AND FIXED ANNUITIES; NAME OF OTHER BUSINESS: CORE FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES NAME OF OTHER BUSINESS: MICHELLE JONES, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 09/2012, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BUSINESS ENTITY FOR TAX PURPOSE

Exams

• S66 Uniform Combined State Law Examination
  2004-11-08
• S63 Uniform Securities Agent State Law Examination
  2002-06-27

Other Names

• Michelle Robin Larson
• Michelle Robin Austin