Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
David Jones, financial advisor Mendocino CA
96 score

David Jones

CRD Number: 1450946
Current Firm: Whjr Associates

David Jones (CRD# 1450946) is an Investment Advisor Representative working at Whjr Associates in Mendocino, CA and has over 20 years of experience in the finance industry. David Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Whjr Associates Mendocino, CA Feb 1995 - Current 21
Royal Alliance Associates, Inc. Mendocino, CA Nov 1989 - Current 26
David Herstle Jones Jr. Mendocino, CA Jun 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
Contact Info for David H. Jones
Phone Number: 408-376-0660
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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