TJ
Terry L. Jones
CETERA INVESTMENT ADVISERS LLC
FALLS CHURCH, VA
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CRD#: 2176414
TJ
Professional summary
Terry Lynn Jones, who also goes by Terry Lynn Mcauliffe, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Falls Church, Virginia and CETERA WEALTH SERVICES, LLC located in Falls Church, Virginia.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Terry has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry Lynn Mcauliffe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Duplicate Bridge Director~5977 Jan Mar Drive~Falls Church, VA 22041; Other Owner; 12/21/2009; 12hrs; 0hrs; Organize bridge games and lessons. 2) Megalithic Minerals & Leasing, LTD; PO Box 478, Cedar Park, TX 78630; Other; 12/20/2019; 0hrs; 0hrs; I am a limited partner with no operating role or responsibilities. I spend no time on the activities of the partnership. 3) Megalithic Oklahoma Minerals, LTD; PO Box 478; Cedar Park, TX 78630; Other; 1/20/2020; 0hrs; 0hrs; No operational role or responsibilities. 4) MEGALITHIC SYSTEMS INC; owner of mineral rights managed by Megalithic Systems Inc; Originally structured as a limited partnership, the general partner, Megalithic Systems Inc, has restructured the entity to distribute royalty payments from mineral rights directly to the mineral rights owners. INVESTMENT RELATED: No; 0hr; 0hr; Started 01/20/2020; PO Box 478, Cedar Park TX 78630, US; No operational role or responsibilities. 5) TERRY L JONES, CPA, LLC POSITION: Accountant/Bookkeeper NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/26/2002 ADDRESS: 6007 Lebanon Drive, 29, Falls Church VA 22041, United States DESCRIPTION: I am the sole owner. I provide client services and manage the CPA practice. 6) TERRY JONES, CPA POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2002 ADDRESS: 6007 Lebanon Drive, 29, Falls Church VA 22041, United States DESCRIPTION: I am the CPA offering tax services. 7) SOUTH PI ASSET HOLDING LTD POSITION: Limited Partner NATURE: The limited partnership is being formed to acquire, rent out, and in a few years, sell individual condominiums in South Padre Island. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2022 ADDRESS: PO Box 478, Cedar Park TX 78630, United States DESCRIPTION: No duties or responsibilities. Limited partner. 8) HEAVY MEXICAN OIL CASH FLOW PROGRAM POSITION: Investor NATURE: Buy low gravity heavy Mexican Oil in Mexico, transport it to US for resale. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2023 ADDRESS: Star of Texas Mineral Resources, LLC, PO Box 478, Cedar Park TX 78630, United States DESCRIPTION: No duties or responsibilities. 9) NORTHERN VIRGINIA BRIDGE ASSOCIATION (NVBA) POSITION: Board Member NATURE: Serve as member of the Board of Directors for this 501(c)(4) organization. NVBA offers weekly bridge games and educational opportunities for players to learn and improve their game. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2024 ADDRESS: 12759 Alder Woods Dr, Fairfax VA 22033, United States DESCRIPTION: Participate in board meetings in which operations of the Association are discussed. Vote on matters that may come before the board regarding the operation of the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Terry Lynn Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
FALLS CHURCH, VA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Falls Church, VA
Past
March 5, 2007 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
FALLS CHURCH, VA
Past
January 2, 2003 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Falls Church, VA
Past
November 22, 1991 - December 31, 1992
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Indiana(9/5/2025)
RR
Maryland(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
IAR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
