Karen Tolbert 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

• 06/2002 → 03/2017
  Metlife Securities
  Tallahassee, FL
• 07/2016 → 11/2023
  Massachusetts Mutual Life Insurance Company
  Tampa, FL
• 03/2017 → 11/2023
  Mml Investors Services, Llc
  Tampa, FL
• 11/2023 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Tampa, FL

Previous Registrations

• 2017-03-25 → 2023-11-21
  Mml Investors Services, Llc
  Tampa, FL
• 2005-03-21 → 2017-03-25
  Msi Financial Services, Inc.
  Orlando, FL
  Tallahassee, FL
  Tampa, FL
  Odessa, FL
  Tallahassee, FL
  Orlando, FL

Other Businesses

OCEANVIEW FIXED ANNUITY RENEWALS, NO NEW SALES--AUTO RENEWALS OF EXISTING POLICIES, 0.1/HRS/WK

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-11

Designations

• Chartered Financial Consultant

Other Names

• Karen Tolbert Churchill