JONES WEALTH ADVISORS, LLC

JONES WEALTH ADVISORS, LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 337281). Regulatory assets under management: $68.9M.

Registration

• CRD: 337281
• Type: Registered investment adviser
• Location: 1122 EAST GREEN STREET, PASADENA, CA, 91106
• Phone: (818) 370-2774
• Latest filing: 2026-03-20
• Regulatory AUM: $68.9M
• Discretionary AUM: $68.9M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search