Cherie A Jones

Current Employers

Employment History

• 05/2015 → 08/2019
  Cherie A Jones
  Garden Grove, CA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Garden Grove, CA
• 11/2018 → 08/2019
  Royal Alliance Associates, Inc.
  Garden Grove, CA
• 08/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Garden Grove, CA
• 08/2019 → Present
  Ameriprise Financial Service, Llc
  Garden Grove, CA

Previous Registrations

• 2018-11-02 → 2019-08-16
  Osaic Wealth, Inc.
  Garden Grove, CA
  Huntington Beach, CA
• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Garden Grove, CA
  Huntington Beach, CA
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Garden Grove, CA
  Huntington Beach, CA
• 2004-05-07 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Garden Grove, CA
  Garden Grove, CA

Other Businesses

Independent Insurance Brokering; Ameritas General Life Ins Co Hold & Service; 03/09/2010; Fixed Annuity / Jackson National Life - Hold & Service; 07/13/2018; / Voya Financial - Hold & Service; 04/23/2008; . Business Ownership; FLP Jones, Inc; Manage FLP Jones, Inc, the general partner of J & J Family Partnership LP; Farming; 3712 Asbury Dr, Apt A, , Hutchinson, KS, 67502; Not Investment-Related; 10/16/2000; 1 to 9 hours per month; 0 during trading hours / J & J Family Partnership LP; Manage family farms; Farming; 3712 Asbury Dr, Apt A, , Hutchinson, KS, 67502; Investment-Related; 10/16/2000; 1 to 9 hours per month; 0 during trading hours / The Pirate Water Company; Balance the checkbook, collect water use fees, pay bills; State small water system; 5431 Old Pirate Dr, , Huntington Beach, CA, 92649; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 0 during trading hours / Cherie A Jones; Provide notary services per California State requirements; Notary Public; 12842 Valley View St Ste 104, , Garden Grove, CA, 92845; Not Investment-Related; 09/16/2003; 1 to 9 hours per month; 0 during trading hours / Cherie Jones & Associates; Manage the business, prepare tax returns, tax consulting, tax projections and planning.; Tax Preparation; 12842 Valley View St Ste 104, , Garden Grove, CA, 92845; Not Investment-Related; 02/01/2005; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; California Society of Tax Consultants - Orange County Board of Directors; Director; 1751 S Lyon St, , Santa Ana, CA, 92705; Not Investment-Related; 07/13/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-06
• S63 Uniform Securities Agent State Law Examination
  2002-07-19

Designations

Other Names

• Cherie A. Johnson
• Cherie Jones
• Cherie Ann Jones