Allen Ray Jones

Current Employers

Employment History

• 02/2015 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2015 → 11/2024
  Ann M White Cfp Inc
  Cottage Grove, OR

Other Businesses

1. NAME OF OTHER BUSINESS: COTTAGE GROVE MASONIC LODGE #51; INVESTMENT RELATED: NO; ADDRESS: 33322 ROW RIVER RD, COTTAGE GROVE, OR 97424; NATURE OF BUSINESS: FRATERNAL ORGANIZATION; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: WORSHIPFUL MASTER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: GOVERN MEETINGS, GUIDE LODGES ACTIVITIES FOR THE YEAR, SIGNER ON CHECKING ACCOUNT; 2.NAME OF OTHER BUSINESS: ELK LODGE #1904 INVESTMENT RELATED: NO ADDRESS: 755 N RIVER RD COTTAGE GROVE OR 97424 NATURE OF BUSINESS: NON-PROFIT START DATE: 4/2018 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: ESQUIRE BRIEF DESCRIPTION OF DUTIES: RITUAL WORK, ACCOMMODATING VISITING MEMBERS, PREPARING LODGE ROOM 3. NAME OF OTHER BUSINESS: COTTAGE GROVE MASONIC LODGE #51, INVESTMENT RELATED: NO, ADDRESS: 33322 ROW RIVER RD., COTTAGE GROVE, OR, 97424, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: TREASURER/BOOK KEEPER, APX NUMBER OF HOURS PER WEEK: 3, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BOOK KEEPING, CHECK WRITING WITH 2 SIGNATURES REQUIRED; 4. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES; 5. NAME OF OTHER BUSINESS: HEARTHSTONE WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 6, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2015-05-14

Other Names

• Varc Jones