Terry Jones (CRD# 2176414) is an Investment Advisor Representative working at Avantax Advisory Services in Falls Church, VA and has over 32 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Megalithic Oklahoma Minerals, Ltd | Cedar Park, TX | Jan 2020 - Current | 4 |
| Megalithic Minerals & Leasing, Ltd | Cedar Park, TX | Dec 2019 - Current | 4 |
| Avantax Insurance Agency | Falls Church, VA | Apr 2017 - Current | 7 |
| Avantax Advisory Services | Falls Church, VA | Mar 2007 - Current | 17 |
| Avantax Invesment Services, Inc. | Falls Church, VA | Dec 2002 - Current | 21 |
| Terry L Jones, Cpa, LLC | Falls Church, VA | Sep 2002 - Current | 21 |
| Terry L. Jones, Cpa | Falls Church, VA | Aug 2002 - Current | 21 |
| Carefirst | Falls Church, VA | Dec 2009 - Nov 2022 | 12 |
| Agent Fo The Dental Network,dba Car | Falls Church, VA | Jan 2009 - Nov 2022 | 13 |
| Employee Benefits Corporation Of America | Richmond, VA | Jan 2007 - Nov 2022 | 15 |
| Employee Benefits Corporation Of America | Richmond, VA | Jan 2007 - Nov 2022 | 15 |
| Cigna Appointed Agent | Falls Church, VA | Nov 2016 - Oct 2020 | 3 |
| Tj Talent | Falls Church, VA | Jan 1995 - Oct 2020 | 25 |
| Ryan And Whitmore, Pc | Vienna, VA | Oct 2012 - Jul 2015 | 2 |
| Ihc Health Solutions | Phoenix, AZ | Oct 2010 - Jul 2015 | 4 |
| Assurant Health | Milwaukee, WI | Feb 2009 - Jul 2015 | 6 |
| Assurant Health - Time Insurance Company | Milwaukee, WI | Feb 2009 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- VA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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