A.W. JONES

A.W. JONES ADVISORS, LLC

CRD 161260 · SEC 801-73790

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

126 EAST 56TH STREET, 18TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$667.0M

Discretionary AUM

$598.7M

Team

6 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

Services

Portfolio management (pooled vehicles)Selection of other advisers

Type	Clients	AUM
Pooled investment vehicles	6	$650.4M
Other investment advisers	1	$16.7M

Official SEC filing: View on IAPD