Anthony Dale 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

• 03/2008 → Present
  Anthony Jones
  Casselberry, FL
• 06/2016 → Present
  Cetera Financial Specialists
  Schaumburg, IL
• 06/2016 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2016 → Present
  Taxes By Tony, Llc
  Orlando, FL

Previous Registrations

• 2007-09-26 → 2016-01-14
  Cetera Investment Advisers Llc
  Longwood, FL
  Casselberry, FL
• 2007-03-14 → 2007-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL

Other Businesses

1.. NAME OF OTHER BUSINESS: TAXES BY TONY, LLC. INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL NATURE OF BUSINESS: TAX PREPARATION START DATE: 05/05/2016 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 10-40 DEPENDING ON SEASON APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-12
• S63 Uniform Securities Agent State Law Examination
  2006-02-27

Other Names

• Anthony Jones
• Tony Jones