Chad 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

• 08/2013 → 10/2017
  Bbtis
  Charlotte, NC
• 10/2017 → Present
  University Of Georgia - Terry College Of Business
  Atlanta, GA
• 05/2018 → Present
  First National Bank Of Pa
  North Wilkesboro, NC
• 05/2018 → Present
  Cetera Investment Advisers Llc
  North Wilkesboro, NC
• 05/2018 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2013-08-27 → 2017-10-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Huntersville, NC
  Charlotte, NC
  Harrisburg, NC
  Charlotte, NC
• 2012-10-10 → 2013-08-16
  Pnc Wealth Management Llc
  Wilmington, NC
  Whiteville, NC
  Wilmington, NC
  Myrtle Beach, SC
  Pawleys Island, SC
  Hilton Head, SC
  Charleston, SC
  Mount Pleasant, SC
  Wilmington, NC
  Wilmington, NC
• 2005-09-22 → 2012-09-17
  Bb&T Investment Services, Inc.
  Wilkesboro, NC
  Charlotte, NC
  Boone, NC
  Charlotte, NC

Other Businesses

1) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-26
• S66 Uniform Combined State Law Examination
  2002-04-22

Other Names

• Chadwick Lee Jones