Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
Branch Locations
6723 Ne Bennett St. Ste. 220, Hillsboro, OR 97124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones & Roth, P.C. | Hillsboro | OR | 10/2009 | Present |
| 1St Global Advisors, Inc. | Hillsboro | OR | 09/2013 | 10/2019 |
| 1St Global Capital Corp | Hillsboro | OR | 09/2013 | 10/2019 |
| Avantax Insurance Services, Inc. | Hillsboro | OR | 12/2014 | 09/2025 |
| Avantax Advisory Services | Hillsboro | OR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Hillsboro | OR | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Hillsboro | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: PARTNER, CPA, RELATIONSHIP MANAGER; REFERRING ADVISOR NATURE: FINANCIAL ADVISORY SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/31/2013 ADDRESS: Ste 100, Hillsboro OR 97124, DESCRIPTION: PROPOSED 8/13-9/13 2) JONES & ROTH, P.C. POSITION: Partner and Shareholder NATURE: Provide CPA and Business Advisory Services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 12/31/2014 ADDRESS: Ste 100, Hillsboro OR 97124, DESCRIPTION: Assurance Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-04 |
Reach out to this advisor