← Back to searchVisit website
JONES WEALTH ADVISORS, LLC
CRD 337281
1122 EAST GREEN STREET, PASADENA, CA, 91106, United States
Phone
(818) 370-2774
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.9M
Discretionary AUM
$68.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
| High net worth individuals | 9 | $67.2M |
All web addresses on file
Official SEC filing: View on IAPD