RBC Capital Markets
47yrs
Top advisor by experience in Orlando
21yrs
Anthony Jones
Full name on record: Anthony Dale Jones
Financial advisor at Cetera Investment Advisers
Based in Orlando, Florida, Anthony Jones is a fiduciary financial advisor with 21 years of industry experience. Anthony has been with Cetera Investment Advisers since 2016; before that, Anthony spent a year at Merrill. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors in Orlando
OfficeOrlando, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowCetera Investment Advisers LLCCurrent firm
- 2007 – 2016Cetera Investment Advisers LLCPreviously
- Mar 2007 – Sep 2007MerrillPreviously
Contact Anthony
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Anthony. Orlando, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anthony
How do I contact Anthony?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Anthony Jones. Anthony works from the Orlando, FL office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2006, about 21 years. More experience than 66% of advisors in Orlando.
What licenses does Anthony hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
M Holdings Securities
46yrs
Top 1% by experience in Orlando
Morgan Stanley
46yrs
Top 1% by experience in Orlando
Wells Fargo Advisors
45yrs
Top 1% by experience in Orlando
Valic Financial Advisors
44yrs
Top 1% by experience in Orlando
Ameriprise Financial Services
44yrs
Top 1% by experience in Orlando