Michael Joseph 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

• 01/2018 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 01/2018 → 02/2022
  Bank Of America, N.A.
  Hunt Valley, MD
• 08/2011 → 01/2018
  La-Z-Boy Furniture Galleries
  Bel Air, MD
• 03/2022 → 10/2023
  Fidelity Brokerage Services Llc
  Abingdon, MD
• 05/2022 → 10/2023
  Fidelity Personal And Workplace Advisors
  Abingdon, MD
• 11/2023 → Present
  Bluemount Financial, Llc
  Fallston, MD
• 03/2022 → Present
  Michael J Jones, Jr Dba Sonic Squirrel Productions
  Belcamp, MD
• 11/2023 → 09/2025
  Avantax Investment Services Inc.
  Fallston, MD
• 11/2023 → 09/2025
  Avantax Advisory Services
  Fallston, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Phoenix, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-21 → 2025-09-05
  Avantax Advisory Services
  Fallston, MD
  Phoenix, MD
  Dallas, TX
  Belcamp, MD
• 2022-05-12 → 2023-10-11
  Fidelity Personal And Workplace Advisors
  Abingdon, MD
• 2018-06-07 → 2022-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

BLUEMOUNT FINANCIAL, LLC POSITION: Back Office NATURE: -Tax Accounting-Book Keeping-Payroll Services-Financial Planning-Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2023 ADDRESS: 1810 Bel Air Road, Suite 202, Fallston MD 21047, United States DESCRIPTION: -Updating client records and financial plans-Submitting client documentation-Taking notes during meetings-Working with clients on service requests-Answering the telephone MICHAEL J JONES, JR DBA SONIC SQUIRREL PRODUCTIONS POSITION: Video Editor NATURE: This entity solely offers video editing and music composition services for clients. No other services or duties are offered and/or available to be listed. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2022 ADDRESS: 1309 Foxglove Square, Belcamp MD 21017, United States DESCRIPTION: -Quoting clients on pricing of services-Edit videos-Compose Music for background music in some videos-Render said projects-Deliver files to client via file sharing site/ google drive/ dropbox.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-06

Other Names

• Mike Joseph Jones
• Mike Jones
• Michael Jones
• Michael J Jones
• Michael Joseph Jones