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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Self-Employed | Norman | OK | 03/1990 | Present |
| R C Jones & Co., Llc | Norman | OK | 01/2002 | Present |
| Voya Financial Advisors | Norman | OK | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:R.C. Jones & Company; No; 717 WALL STREET; NORMAN; OK; 73069; Residential Real Estate; Owner,; 9/21/2001; 12; 12; Manage residential real estate|NAME OF ENTITY:Wall Street Brokerage LLC; Yes; 717 WALL STREET; NORMAN; OK; 73069; financial services; owner; 10/1/2004; 40; 40; recruit and contact insurance agents to sell fixed products through|NAME OF ENTITY:Rodrea Properties, LLC; No; 717 WALL STREET; NORMAN; OK; 73069; Real Estate; Owner; 1/8/2015; 0; 0; Run LLC.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 717 WALL STREET; NORMAN; OK; 73069; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 5/26/2009; 20; 20; sales of fixed insurance products|NAME OF ENTITY:RODNEY JONES-NOTARY; No; 717 Wall St.; Norman; OK; 73069; NOTARY PUBLIC; Notary Public; 1/21/2009; 1; 1; PROVIDE NOTARY SERVICES./NOTARIZE DOCUMENTS|NAME OF ENTITY:Jones Financial Partners; Yes; 717 Wall St; Norman; OK; 73069; financial services/DBA; Senior Partner; 5/1/2021; 40; 40; financial planning and investment management.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-30 |
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