Jones Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
1122 East Green St., Suite 205
Pasadena CA 91106
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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