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).
Current Firm Details
Jones & Co Wealth Management, Inc.
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts8ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at Jones & Co Wealth Management, Inc.
1
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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