Anna Hamilton

Current Employers

Employment History

• 07/2017 → Present
  Jones And Roth Financial Advisors, Llc
  Eugene, OR
• 12/2015 → 05/2017
  Besemann Valentine Llp
  Eugene, OR
• 07/2010 → 01/2017
  Dari Mart Stores
  Coburg, OR
• 10/2023 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 10/2023 → 09/2025
  Avantax Investment Services Inc.
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-30 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR
  Eugene, OR
  Dallas, TX

Other Businesses

1) JONES & ROTH FINANCIAL ADVISORS LLC PC POSITION: Manager NATURE: Jones and Roth Financial Advisor's LLC assist individuals with financial planning and investing advice. We also have investment advisors on staff that work alongside the CPAs. Avantax services are offered. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2017 ADDRESS: 260 Country Club Rd., Suite 100, Eugene OR 97401, United States DESCRIPTION: 1. I am a client relation manager and help keep clients compliant with tax filing requirements. 2. I am also a business advisor in regards to tax planning.3. I help develop new staff and provide internal trainings4. I help with estate planning for individuals and familys5. I help with tax projections and quarterly business health check ins for clients

Exams

• S66 Uniform Combined State Law Examination
  2024-01-29

Other Names

• Anna Pearson