Jones Wealth Advisors, LLC

Jones Wealth Advisors, LLC (CRD# 152659) is a financial advisory firm headquartered in Pasadena, CA. They manage $70,828,000 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
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.


Financial Advisors at Jones Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Philip G. Jones
CRD#: 4210236
3452 East Foothill Boulevard, Suite 400, Pasadena, CA 91107

Philip Jones (CRD# 4210236) is an Investment Advisor Representative working at Jones Wealth Advisors, LLC in Pasadena, CA and has over 16 years of experience in the finance industry. Philip Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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