James Spencer Jones

Current Employers

Employment History

• 10/2014 → 03/2017
  Metlife Securities Inc
  Los Angeles, CA
• 07/2016 → 02/2024
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Los Angeles, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → 03/2025
  Greater Pacific Solutions
  Pasadena, CA
• 02/2023 → Present
  Jamspen Corp
  Sherman Oaks, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Pasadena, CA

Previous Registrations

• 2017-03-25 → 2024-03-05
  Mml Investors Services, Llc
  Los Angeles, CA
  Los Angeles, CA
• 2014-10-27 → 2017-03-25
  Msi Financial Services, Inc.
  Los Angeles, CA
• 2010-09-02 → 2014-11-17
  Independent Advisers Group Corp
  Los Angeles, CA
• 2004-04-12 → 2014-11-04
  Osaic Fs, Inc.
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, 3(38) PLANS AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF HEALTH AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: JAMSPEN CORP INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: CORPORATION FOR BUSINESS PURPOSES START DATE: 2/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVICE AND SERVICES, THIS NAME IS NOT HELD OUT TO THE PUBLIC. IT IS NOT PUBLIC FACING; 4. NAME OF OTHER BUSINESS: J. SPENCER JONES WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; 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;

Exams

• S66 Uniform Combined State Law Examination
  2004-04-06

Other Names

• Spencer Jones
• J Spencer Jones
• Spencer Jones
• James Spencer Jones