Mary Elizabeth Jones

Current Employers

Employment History

• 11/2015 → 11/2016
  Provasi Capital Partners Lp
  Dallas, TX
• 05/2017 → 07/2018
  Capital One Investing, Llc
  Monroe, LA
• 12/2016 → 05/2017
  Maternity Leave
  West Monroe, LA
• 07/2017 → 07/2018
  Capital One Advisors, Llc
  Monroe, LA
• 07/2018 → 11/2021
  Woodbury Financial Services, Inc.
  Monroe, LA
• 07/2018 → 12/2021
  Woodbury Financial Services, Inc.
  Monroe, LA
• 11/2021 → 08/2022
  John Hancock Investment Management Llc.
  Tempe, AZ
• 12/2021 → 08/2022
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 09/2022 → 06/2024
  Ceros Financial Services, Inc.
  Rockville, MD
• 09/2022 → 06/2024
  Flexible Plan Investments, Ltd.
  Bloomfield Hills, MI
• 07/2024 → 10/2024
  Osaic Wealth, Inc.
  Thibodaux, LA
• 10/2024 → 12/2024
  Q3 Asset Management Corporation
  Birmingham, MI
• 01/2025 → 09/2025
  Avantax Investment Services Inc.
  Van Buren, AR
• 01/2025 → 09/2025
  Avantax Advisory Services
  Van Buren, AR
• 01/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Van Buren, AR
• 01/2025 → Present
  Clifford Hubbs Wealth Care Services
  Rogers, AR
• 01/2025 → Present
  Clifford Hubbs Wealth Care Services
  Van Buren, AR
• 01/2025 → Present
  H&W Cpas & Advisors
  Van Buren, AR
• 09/2025 → 12/2025
  Cetera Wealth Services, Llc
  Rogers, AR
• 09/2025 → 12/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Q3 Asset Management Co
  Birmingham, MI

Previous Registrations

• 2025-09-05 → 2025-12-15
  Cetera Investment Advisers Llc
  Van Buren, AR
  Rogers, AR
• 2025-06-18 → 2025-09-05
  Avantax Advisory Services
  Rogers, AR
  Van Buren, AR
• 2025-01-08 → 2025-06-16
  Avantax Advisory Services
  Dallas, TX
  Van Buren, AR
  Rogers, AR
• 2024-11-20 → 2024-12-23
  Q3 Asset Management Corporation
  Birmingham, MI
  Rogers, AR
• 2024-07-18 → 2024-10-16
  Osaic Wealth, Inc.
  Thibodaux, LA
  Rogers, AR
• 2023-02-02 → 2024-06-14
  Flexible Plan Investments Ltd
  Bloomfield Hills, MI
• 2021-12-07 → 2022-08-29
  John Hancock Investment Management Llc
  West Monroe, LA
  Boston, MA
• 2018-07-11 → 2021-12-02
  Woodbury Financial Services, Inc.
  Monroe, LA
• 2017-07-19 → 2018-07-11
  Capital One Advisors, Llc
  Monroe, LA
  Mclean, VA

Other Businesses

1) CLIFFORD HUBBS WEALTH CARE SERVICES POSITION: Senior Advisor NATURE: We offer retirement planning, estate planning, and tax planning services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 01/02/2025 ADDRESS: 1111 Fayetteville Rd, Van Buren AR 72956, United States DESCRIPTION: To provide advice on retirement planning, find new clients to grow the business, educate individuals on investment/insurance options, run the wealth side of the business, establish processes to efficiently run the wealth portion of the business, and collaborate with Hubbs and Whitehead to ensure clients are taken care of on the tax side as well. 2) H&W CPAS & ADVISORS POSITION: Advisor NATURE: Adding a DBA to the Firm name. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2025 ADDRESS: 1111 Fayetteville Rd, Van Buren AR 72956, United States DESCRIPTION: Advisor for the Firm

Exams

• S66 Uniform Combined State Law Examination
  2017-07-14
• S63 Uniform Securities Agent State Law Examination
  2011-09-26

Other Names

• Mary Elizabeth Welch
• Mary Elizabeth Callas
• Elizabeth Jones
• Mary Elizabeth Jones
• Mary Elizabeth Jones
• Mary Elizabeth Jones-Cusanelli