Jones & Co Wealth Management, Inc.

Jones & Co Wealth Management, Inc. (CRD# 135868) is a financial advisory firm headquartered in Greenville, SC. They manage $4,409,083 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $551,135
Compensation Options
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Jones & Co Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Debra H. Jones
CRD#: 4666142
Orangeburg, SC

Debra Jones (CRD# 4666142) is an Investment Advisor Representative working at Jones & Co Wealth Management, Inc. in Orangeburg, SC and has over 20 years of experience in the finance industry.

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