Jason A. Jones, Financial Advisor

Jason A. Jones, Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jason A. Jones, Financial Advisor, Financial planner, 255 Primera Boulevard, Suite 160, Lake Mary, FL.

Bundle up Central Florida 🥶
01/31/2026

Bundle up Central Florida 🥶

With rare prolonged cold, exposed pipes could become a real concern when temperatures sit below freezing for more than 4-6 hours.

On October 1st, the U.S. government entered a partial shutdown. Many are wondering what this means and what financial im...
10/13/2025

On October 1st, the U.S. government entered a partial shutdown. Many are wondering what this means and what financial impacts Americans might experience. Swipe through for a quick overview.

If you have questions about how this may affect your financial plans or simply want to talk through your investment strategy, please don’t hesitate to give us a call. We are here to help.

By cutting rates, the Fed goes being a foe to a friend to investors, but that friendship may not be as strong as origina...
11/18/2024

By cutting rates, the Fed goes being a foe to a friend to investors, but that friendship may not be as strong as originally expected. CIO Gene Goldman, CFA, outlines three reasons why in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Last week’s elections resulted in Republicans claiming the presidency, the Senate and, likely, the House of Representati...
11/11/2024

Last week’s elections resulted in Republicans claiming the presidency, the Senate and, likely, the House of Representatives. Join CIO Goldman, CFA on this week’s episode of as he explains this “red sweep’s” possible effects on the and .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

In the wake of a polarizing election season,  remains focused on the economic & investment implications of Trump's win. ...
11/06/2024

In the wake of a polarizing election season, remains focused on the economic & investment implications of Trump's win. Read the team's latest commentary to learn why they believe investors could benefit from broader portfolio diversification moving forward.

Please read Cetera Investment Management's latest commentary, "A New Chapter: Economic Implications of Trump’s Second Term." We examine key policy initiatives from the campaign trail and outline potential market and economic implications. As we enter a new chapter, corporations are well-positioned...

This week will be crucial to our nation and its economy as we experience both a presidential election and a   meeting. J...
11/04/2024

This week will be crucial to our nation and its economy as we experience both a presidential election and a meeting. Join CIO Gene Goldman, CFA, as he discusses what this week could reveal about the market and where the ’s head is regarding rate cuts.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This Monthly Recap summarizes market performance, major events and news from October 2024. Read more here:
11/01/2024

This Monthly Recap summarizes market performance, major events and news from October 2024. Read more here:

All three major U.S. equity indices were stung by sharp month-ending losses that more than erased earlier October gains amid disappointing Big Tech forward earnings guidance. Nasdaq stocks led the Halloween downturn, skidding nearly 2.8% to end October with a 0.49% loss. Similarly, the S&P 500 and D...

Among a busy week for financial data, CIO Gene Goldman, CFA, will focus on Friday’s nonfarm payroll report. Join him on ...
10/28/2024

Among a busy week for financial data, CIO Gene Goldman, CFA, will focus on Friday’s nonfarm payroll report. Join him on this week’s episode of as he explains why this report is so important and how it could lead to another question about the ’s recent rate cuts.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

As   experience an impressive run, CIO Gene Goldman, CFA suggests taking a cue from the near perfect 2007 New England Pa...
10/21/2024

As experience an impressive run, CIO Gene Goldman, CFA suggests taking a cue from the near perfect 2007 New England Patriots team. Join him on this week’s episode of as he explains why he suggests looking out for the unexpected. https://cetera.com/the-week-ahead?utm_source=nfaaol

Address

255 Primera Boulevard, Suite 160
Lake Mary, FL
32746

Telephone

+14076983418

Website

https://calendly.com/jjones-bullandbearwealth

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