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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $655,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at John Schooler Jones LLC
Showing 1 - 1 of 1 top financial advisors.
1
John S. Jones
CRD#: 2668179
Petaluma, CA
93
Wealthminder
score

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.

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