Ia Phan Jones (CRD# 5486938) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 15 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Dec 2020 - Current | 3 |
| Cetera Investment Advisers LLC | San Diego, CA | Dec 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | San Diego, CA | Nov 2016 - Nov 2020 | 4 |
| Wells Fargo Advisors, LLC | San Diego, CA | Sep 2016 - Nov 2016 | < 1 |
| Bank Of America, N.a. | San Diego, CA | Nov 2011 - Sep 2016 | 4 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | San Diego, CA | Sep 2011 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- CA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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