JONES & CO WEALTH MANAGEMENT, INC

JONES & CO WEALTH MANAGEMENT, INC is an SEC-registered investment adviser (CRD 135868). Regulatory assets under management: $5.4M.

Registration

• CRD: 135868
• Type: Registered investment adviser
• Phone: 864-335-8474
• Latest filing: 2026-03-29
• Regulatory AUM: $5.4M
• Non-discretionary AUM: $5.4M
• Clients: 1
• Accounts: 5

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search