Hilary S. Jones Rojo

CETERA INVESTMENT ADVISERS LLC

TAYLOR, AZ

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CRD#: 4515554

Professional summary

Hilary Suzanne Jones Rojo, who also goes by Hilary Houchens, Hilary Suzanne Jones-rojo, Hilary Longerbeam, Hilary Metcalf, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Taylor, Arizona and CETERA WEALTH SERVICES, LLC located in Scottsdale, Arizona.

Hilary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Hilary has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hilary Houchens | Hilary Suzanne Jones-Rojo | Hilary Longerbeam | Hilary Metcalf

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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2002 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: HOLY GHOST RANCH, INC INVESTMENT RELATED: YES ADDRESS: PO BOX 1356 TAYLOR, AZ 85939 NATURE OF BUSINESS: ANIMAL RESCUE START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF BOARD OF DIRECTORS, CARE AND TREATMENT OF RESCUE HORSES. 3. NAME OF OTHER BUSINESS: GUARDIAN WEALTH BUILDERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2014 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SOLICITATION AND MANAGEMENT OF FIXED INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hilary Suzanne Jones Rojo's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 6, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

TAYLOR, AZ

Current

December 4, 2024 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 7373 N Scottsdale Rd Ste A250, Scottsdale, AZ 85253

CRD#: 13572

SCOTTSDALE, AZ

Past

October 16, 2020 - December 19, 2024

LPL FINANCIAL LLC

CRD#: 6413

TAYLOR, AZ

Past

January 1, 2015 - January 10, 2025

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

SHOW LOW, AZ

Past

November 20, 2013 - December 31, 2014

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

HOLBROOK, AZ

Past

October 31, 2013 - October 29, 2020

SECURITIES AMERICA, INC.

CRD#: 10205

SHOW LOW, AZ

Past

December 20, 2011 - November 4, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GLOBE, AZ

Past

December 12, 2011 - November 4, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GLOBE, AZ

Past

October 27, 2008 - December 13, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SHOW LOW, AZ

Past

October 21, 2008 - December 13, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SHOW LOW, AZ

Past

April 20, 2005 - October 13, 2008

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

BUCKEYE, AZ

Past

April 15, 2005 - October 13, 2008

INVESTORS CAPITAL CORP.

CRD#: 30613

LAKESIDE, AZ

Past

January 15, 2004 - May 3, 2005

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

June 25, 2002 - January 9, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RIVERSIDE, CA

Past

June 4, 2002 - January 9, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 4, 2002 - January 9, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Alaska
(1/9/2025)

Arizona
(12/4/2024)

IAR

Arizona
(12/6/2024)

California
(12/4/2024)

Florida
(12/4/2024)

Hawaii
(12/4/2024)

Illinois
(12/4/2024)

New Mexico
(12/4/2024)

North Carolina
(12/19/2024)

South Carolina
(12/4/2024)

Wisconsin
(12/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/24/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/31/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

Hilary S. Jones Rojo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hilary Suzanne Jones Rojo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

VERUS CAPITAL PARTNERS, LLC

VERUS CAPITAL PARTNERS, LLC

SECURITIES AMERICA, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

FORESTERS EQUITY SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/24/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/31/2002

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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