Vince Jones (CRD# 7525809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Covina, CA and has 1 year of experience in the finance industry.
CRD# 3084990
Halbert Hargrove
CRD# 6759945
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6223212
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | West Covina, CA | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Uber Technologies | San Francisco, CA | Apr 2023 - Current | 1 |
| Grubhub | Chicago, IL | Apr 2023 - Current | 1 |
| Instacart | San Francisco, CA | Apr 2023 - Current | 1 |
| Uber Technologies | San Francisco, CA | Apr 2023 - Current | 1 |
| Grubhub | Chicago, IL | Apr 2023 - Current | 1 |
| Instacart | San Francisco, CA | Apr 2023 - Current | 1 |
| Doordash | Torrance, CA | Dec 2022 - Current | 1 |
| Strategic Fortune Wealth Management | West Covina, CA | Oct 2022 - Current | 1 |
| Minnesota Life Insurance Co | St Paul, MN | Oct 2022 - Aug 2023 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Oct 2022 - Aug 2023 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2022 - Sep 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Manhattan Bch, CA | May 2022 - Sep 2022 | < 1 |
| Aflac | Torrance, CA | Oct 2021 - Apr 2022 | < 1 |
| Doordash | Torrance, CA | May 2021 - Oct 2021 | < 1 |
| Beverage And More | Torrance, CA | Mar 2021 - May 2021 | < 1 |
| Doordash | Torrance, CA | Jun 2015 - Mar 2021 | 5 |
| Publicis Touchpoint Solutions | Morrisville, PA | Jun 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
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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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