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VM JONES FINANCIAL CONSULTING, L.L.C.
CRD 110678 · SEC 801-54885
1772 E BOSTON ST SUITE 103, GILBERT, AZ, 85295, United States
Phone
4807566010
Fax
480-756-6018
Registration
— (—)
Source
State registered
Total AUM
$50.1M
Discretionary AUM
$50.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $8.0M |
| High net worth individuals | 11 | $36.7M |
| Corporations/business entities | 3 | $5.4M |
Official SEC filing: View on IAPD