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Daniel Richmond Jones

Chief Operations Officer/Managing MemberTruewealth Advisors, LLCCRD 5061683

About Daniel Richmond Jones

Daniel Richmond Jones is listed as Chief Operations Officer/Managing Member at Truewealth Advisors, LLC in Hoover, AL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Truewealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Richmond Jones work?

Daniel Richmond Jones is listed as Chief Operations Officer/Managing Member at Truewealth Advisors, LLC on SEC Form ADV.

How much of Truewealth Advisors, LLC does Daniel Richmond Jones own?

Form ADV reports a beneficial ownership band of Under 5%.

Truewealth Advisors, LLC

TitleChief Operations Officer/Managing Member
OwnershipUnder 5%
Control personYes
Since2019
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