Jones & Co Wealth Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,422,828
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$1,084,566
About
Jones & Co Wealth Management provides financial planning and tailored portfolio reviews for individual clients and, on occasion, for companies. Services described in the brochure include periodic reviews of financial goals and employer-sponsored retirement plans and are offered on a flat-fee or hourly basis, with clients allowed to impose investment restrictions.
The firm’s investment work draws on both technical and fundamental analysis and may employ a range of strategies from long-term holdings to short-term trading, including short sales and margin transactions. Accounts are managed on a non-discretionary basis, so clients retain authority to direct trading while the adviser conducts scheduled reviews.
What distinguishes the firm from many peers is its billing approach and client mix: the brochure indicates clients are billed hourly rather than by a percentage of assets under management, and the firm expressly provides advice to companies as well as individuals. The principal’s advanced degrees in economics and business and ongoing part-time teaching of economics are noted in the brochure and may inform the firm’s analytical orientation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Fee options
Flat-fee services (specific amounts not stated)
$150/hour
Fee-only: $150/hour
Most active in
Jones & Co Wealth Management, Inc has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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