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JONES & CO WEALTH MANAGEMENT, INC
DEBRA H JONES
CRD 135868
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$5.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD