John Schooler Jones LLC
John Schooler Jones LLC (CRD# 129834) is a financial advisory firm headquartered in Petaluma, CA. They manage $15,241,487 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$896,558
- 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 20 years of experience in the finance industry.