Terry Lynn 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

• 08/2002 → Present
  Terry L. Jones, Cpa
  Falls Church, VA
• 01/1995 → 10/2020
  Tj Talent
  Falls Church, VA
• 12/2002 → 09/2025
  Avantax Invesment Services, Inc.
  Falls Church, VA
• 03/2007 → 09/2025
  Avantax Advisory Services
  Falls Church, VA
• 01/2007 → 11/2022
  Employee Benefits Corporation Of America
  Richmond, VA
• 11/2016 → 10/2020
  Cigna Appointed Agent
  Falls Church, VA
• 04/2017 → 09/2025
  Avantax Insurance Agency
  Falls Church, VA
• 01/2007 → 11/2022
  Employee Benefits Corporation Of America
  Richmond, VA
• 12/2009 → 11/2022
  Carefirst
  Falls Church, VA
• 09/2002 → Present
  Terry L Jones, Cpa, Llc
  Falls Church, VA
• 01/2009 → 11/2022
  Agent Fo The Dental Network,Dba Car
  Falls Church, VA
• 12/2019 → Present
  Megalithic Minerals & Leasing, Ltd
  Cedar Park, TX
• 01/2020 → Present
  Megalithic Oklahoma Minerals, Ltd
  Cedar Park, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Falls Church, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-03-05 → 2025-09-05
  Avantax Advisory Services
  Falls Church, VA

Other Businesses

1) Duplicate Bridge Director~5977 Jan Mar Drive~Falls Church, VA 22041; Other Owner; 12/21/2009; 12hrs; 0hrs; Organize bridge games and lessons. 2) Megalithic Minerals & Leasing, LTD; PO Box 478, Cedar Park, TX 78630; Other; 12/20/2019; 0hrs; 0hrs; I am a limited partner with no operating role or responsibilities. I spend no time on the activities of the partnership. 3) Megalithic Oklahoma Minerals, LTD; PO Box 478; Cedar Park, TX 78630; Other; 1/20/2020; 0hrs; 0hrs; No operational role or responsibilities. 4) MEGALITHIC SYSTEMS INC; owner of mineral rights managed by Megalithic Systems Inc; Originally structured as a limited partnership, the general partner, Megalithic Systems Inc, has restructured the entity to distribute royalty payments from mineral rights directly to the mineral rights owners. INVESTMENT RELATED: No; 0hr; 0hr; Started 01/20/2020; PO Box 478, Cedar Park TX 78630, US; No operational role or responsibilities. 5) TERRY L JONES, CPA, LLC POSITION: Accountant/Bookkeeper NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/26/2002 ADDRESS: 6007 Lebanon Drive, 29, Falls Church VA 22041, United States DESCRIPTION: I am the sole owner. I provide client services and manage the CPA practice. 6) TERRY JONES, CPA POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2002 ADDRESS: 6007 Lebanon Drive, 29, Falls Church VA 22041, United States DESCRIPTION: I am the CPA offering tax services. 7) SOUTH PI ASSET HOLDING LTD POSITION: Limited Partner NATURE: The limited partnership is being formed to acquire, rent out, and in a few years, sell individual condominiums in South Padre Island. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2022 ADDRESS: PO Box 478, Cedar Park TX 78630, United States DESCRIPTION: No duties or responsibilities. Limited partner. 8) HEAVY MEXICAN OIL CASH FLOW PROGRAM POSITION: Investor NATURE: Buy low gravity heavy Mexican Oil in Mexico, transport it to US for resale. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2023 ADDRESS: Star of Texas Mineral Resources, LLC, PO Box 478, Cedar Park TX 78630, United States DESCRIPTION: No duties or responsibilities. 9) NORTHERN VIRGINIA BRIDGE ASSOCIATION (NVBA) POSITION: Board Member NATURE: Serve as member of the Board of Directors for this 501(c)(4) organization. NVBA offers weekly bridge games and educational opportunities for players to learn and improve their game. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2024 ADDRESS: 12759 Alder Woods Dr, Fairfax VA 22033, United States DESCRIPTION: Participate in board meetings in which operations of the Association are discussed. Vote on matters that may come before the board regarding the operation of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-15
• S63 Uniform Securities Agent State Law Examination
  1991-11-08

Designations

• Personal Financial Specialist

Other Names

• Terry Lynn Jones
• Terry Lynn Mcauliffe
• Terry Lynn Mcauliffe