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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
416 Remington Plaza Court, Raymore, MO 64083 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alan R Jones Cpa | Raymore | MO | 09/1993 | Present |
| Groves Brother & Co. | Raymore | MO | 05/1990 | Present |
| Avantax Investment Services, Inc. | Raymore | MO | 09/2009 | 09/2025 |
| Avantax Insurance Agency Llc | Raymore | MO | 12/2013 | 09/2025 |
| Cetera Wealth Services, Llc | Raymore | MO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1. Alan R Jones CPA~'NIR'~406 N. Foaridge Dr~Raymore~MO~64083~Tax Preparation/Accounting~President~9/1/1993~170hrs~0hrs~Owner/manager of CPA 2. Groves Brother & Co.~'NIR'~414 Remington Plaza Court~Raymore~MO~64083~Real Estate/Mortgage/Title Services/Appraisal~President~1/4/1993~2hrs~0hrs~Family Business 3. Jones Boys Investments LLC~'NIR'~406 N Foxridge Dr~Raymore~MO~64083~Rental Property Owner/Management~Partner/General Partner~7/15/2014~2hrs~25hrs~co member 4. Methodist Benevolent Association~'NIR'~406 N Foxridge Dr~Raymore~MO~64083~Other~Treasurer/Comptroller~5/24/2010~2hrs~0hrs~maintain annual books|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-18 |
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