Jamie Lynn Zolezzi

Current Employers

Employment History

• 07/2004 → Present
  Jones & Roth, Pc
  Hillsboro, OR
• 07/2015 → 10/2019
  1St Global Capital Corp.
  Hillsboro, OR
• 07/2015 → 10/2019
  1St Global Advisors Inc
  Hillsboro, OR
• 03/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Hillboro, OR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Hillboro, OR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Hillboro, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Hillsboro, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Hillsboro, OR
  Hillsboro, OR
• 2015-11-24 → 2019-10-25
  1St Global Advisors Inc
  Hillsboro, OR

Other Businesses

1) JONES & ROTH FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; HILLSBORO, OR; FINANCIAL ADVISOR SERVICES (SECURITIES, FEE BASED, INSURANCE, ALTERNATIVE INVESTMENTS); CPA, CLIENT RELATIONSHIP MANAGER, REFERRING ADVISOR; 07/22/2015; 10 HRS/MO; <1 TRADING HR/DAY; REFERRING ADVISOR, TAX ADVICE, ATTEND CLIENT MEETINGS & PRE-MEETINGS WITH BMS ADVISOR. 2) JONES & ROTH, PC POSITION: CPA NATURE: Certified public accountant INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 07/31/2004 ADDRESS: 5635 NE Elam Young Pkwy, Ste 100, Hillsboro OR 97124, United States DESCRIPTION: Employee. 3) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: Referring Advisor NATURE: Financial services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/31/2015 ADDRESS: 5635 NE Elam Young Parkway, Suite 100, Hillsboro OR 97124, United States DESCRIPTION: Refer clients to financial advisors.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-10