PPrivate Fund Data Log in Join · $37/mo

Jones & Company Wealth Advisors, LLC

OwnerInvestor Advisory Group, LLC

About Jones & Company Wealth Advisors, LLC

Jones & Company Wealth Advisors, LLC is listed as Owner at Investor Advisory Group, LLC in Charlotte, NC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Investor Advisory Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jones & Company Wealth Advisors, LLC work?

Jones & Company Wealth Advisors, LLC is listed as Owner at Investor Advisory Group, LLC on SEC Form ADV.

How much of Investor Advisory Group, LLC does Jones & Company Wealth Advisors, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Investor Advisory Group, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2018