Jones Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,898,976
Clients
17
53% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$4,052,881
About
Jones Wealth Advisors, LLC is an independent registered investment adviser that primarily serves individual clients while also advising corporations and retirement plans, managing approximately $68.9 million on a discretionary basis across 17 client relationships. The firm provides ongoing investment management, written Investment Policy Statements, financial planning (comprehensive or modular), and investment consulting for clients who prefer to self-manage.
The firm’s investment approach is grounded in modern portfolio theory, using broad diversification across passively managed mutual funds and ETFs, fixed income funds and, where appropriate, individual bonds, with trading generally limited to periodic rebalancing. Advisors prepare individualized investment policy statements, may manage accounts on a discretionary basis, and monitor accounts at least quarterly with performance reporting and periodic position-level reviews.
What is noteworthy about the firm is that its principal also operates an affiliated law practice focused on estate planning, trust and probate matters and elder law, and expects to spend a substantial portion of time on legal work; clients are not required to use those legal services. The firm’s work with pension/profit-sharing plans and other institutional clients is also atypical for a solo independent adviser of this size, and the principal holds both a CFP certification and a law degree, with additional insurance agency affiliations that can create potential conflicts of interest if clients implement referrals through the firm.
Client services
Financial planning
Portfolio management
Investment consulting
Expertise
General estate planning guidance
Cash flow / budgeting
Occupation focus
Attorney
Fee options
Investment consulting fixed fee ranging from $500 to $5,000, negotiated with client
Normal and customary commissions received if insurance recommendations are implemented through Ms. Vardanyan
$250 per hour for financial planning and investment consulting services
Main office location
Jones Wealth Advisors, LLC
1122 East Green Street
Pasadena CA 91106, United States
Number of offices
2
Most active in
Jones Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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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