John Schooler Jones LLC
John Schooler Jones LLC (CRD# 129834) is a financial advisory firm headquartered in Petaluma, CA. They manage $8,524,279 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$655,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
John Jones (CRD# 2668179) is an Investment Advisor Representative working at John Schooler Jones LLC in Petaluma, CA and has over 22 years of experience in the finance industry.