Steven Jones (CRD# 7700337) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Watsontown, PA and has 1 year of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
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Ameriprise Financial Services, LLC
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Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Watsontown, PA | May 2023 - Current | 1 |
| Cetera Investment Services LLC | St Cloud, MN | Mar 2023 - Current | 1 |
| First National Bank Of Pa | Watsontown, PA | Feb 2023 - Current | 1 |
| Unemployed | Johnstown, PA | Jan 2023 - Feb 2023 | < 1 |
| Intrignia Inc. | Johnstown, PA | Oct 2019 - Jan 2023 | 3 |
| Cambria Regional Chamber Of Commerce | Johnstown, PA | Jul 2017 - Oct 2019 | 2 |
| Problem Solutions | Johnstown, PA | Nov 2016 - Jun 2017 | < 1 |
| Skyed Juice | Johnstown, PA | Aug 2014 - Oct 2016 | 2 |
| Vape Vibe LLC | Johnstown, PA | Jul 2014 - Sep 2016 | 2 |
| Sheetz Inc. | Johnstown, PA | Jul 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- PA
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Total Assets Under Management104,469MILLIONS
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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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