Deborah Leigh Jones

Current Employers

Employment History

• 06/1993 → Present
  Jones Tax & Financial Services, Inc.
  Houston, TX
• 06/1993 → 09/2025
  Avantax Investment Services, Inc.
  Houston, TX
• 03/1997 → 09/2025
  Avantax Advisory Services
  Houston, TX
• 08/2011 → Present
  Jones Tax & Financial Services, Inc.
  Houston, TX
• 02/2024 → Present
  Avantax Planning Partners, Inc.
  Houston, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-03-06 → 2025-09-05
  Avantax Advisory Services
  Houston, TX
• 1998-01-02 → 2011-11-28
  Jones Tax & Investment Planning Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1) Golden Rule/One America~16842 Royal Crest~Houston~TX~77058~Independent Insurance Agent~Insurance Sales Agent~4/8/2004~1hrs~1hrs~LTC sales, Fixed Annuities 2) Royal Crest Office Association~16858 Royal Crest~Houston~TX~77058~Rental Property Owner/Management~Member of the Board of Directors~1/1/2012~1hrs~0hrs~This is an association of building owners in my complex. Attend Association meetings, approve financial and aid President as needed. 3) Rental Property~16842 & 16838 Royal Crest~Houston~TX~77058~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2007~2hrs~0hrs~Collect Rents, Pay bills, Repair as needed 4) JONES TAX & FINANCIAL SERVICES, INC. POSITION: Tax and Financial Planner NATURE: Tax preparation and integration with financial services. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 08/25/2011 ADDRESS: 16842 Royal Crest Dr, Houston TX 77058, United States DESCRIPTION: Primary Wealth Management Advisor. This includes meeting with clients, tax preparation services, tax planning, integration of tax planning and portfolio management. 5) INTEGRATED TAX AND WEALTH STRATEGIES POSITION: Sub-Rep, Financial Advisor NATURE: This is a marketing name for financial services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 775212221, United States DESCRIPTION: Wealth Management Advisor. Meeting with clients, portfolio management, relationship building, overseeing client services and assistants.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Designations

Other Names

• Deborah Leigh Jones