A.w. Jones
DBA: A.w. Jones Advisors, Llc
126 EAST 56TH STREET, New York, New York 10022
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
and the complexity of the tailored portfolio but are not expected to exceed 1.00% per annum. The Adviser has not historically negotiated fees but may do so in the future; and the Adviser reserves the right to waive or reduce fees based on a variety of factors, including the nature of inve
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.