Bruce Allen 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

• 01/2004 → 09/2025
  Avantax Investment Services, Inc.
  Lake St Louis, MO
• 01/2009 → Present
  Parr & Jones Cpas Llc
  Lake St Louis, MO
• 03/2016 → 09/2025
  Avantax Insurance Agency Llc
  Lake St. Louis, MO
• 03/2014 → 12/2019
  Jones Wealth Management
  Lake St. Louis, MO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo,, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-28 → 2025-09-05
  Avantax Advisory Services
  Lake St. Louis, MO

Other Businesses

1) PARR & JONES CPAS LLC POSITION: CPA/Member NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2009 ADDRESS: 1000 Lake St. Louis Blvd, Suite 111, Lake St. Louis MO 63367, United States DESCRIPTION: Review and prepare individual and business income tax returns payroll reports and financial statements. 2) JONES WEALTH MANAGEMENT POSITION: Owner of Fictitious Name NATURE: DBA name for investment services INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 03/04/2014 ADDRESS: 1000 Lake St. Louis Blvd., Ste 111, Lake St. Louis MO 63367, United States DESCRIPTION: Provide investment and advisory services to my clients through Avantax Financial Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-28
• S66 Uniform Combined State Law Examination
  2004-06-02