Unclaimed Profile

Daniel Richmond Jones

TRUEWEALTH ADVISORS, LLC·HOOVER, Alabama

SIE, Series 7, Series 66, Series 99TOCFPClean record20 years registeredTRUEWEALTH ADVISORS, LLC

2000 SOUTHLAKE PARK, HOOVER, AL 35244CRD# 5061683Firm CRD# 298838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Richmond Jones · HOOVER, AL

Registration

CRD #5061683 · TRUEWEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CETERA WEALTH SERVICES, LLC

Feb 2025 – present

TRUEWEALTH ADVISORS, LLC

Oct 2019 – present

INVESTMENT ADVISORS

Oct 2012 – Oct 2019

BIRMINGHAM, AL

WELLS FARGO ADVISORS, LLC

Jul 2010 – Sep 2012

MOUNTAIN BROOK, AL

AMERIPRISE FINANCIAL SERVICES, INC.

May 2006 – Apr 2010

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · May 1, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEWEALTH ADVISORS, LLC

CRD 298838 · SEC 801-114236

AUM

$356M

Regulatory assets under management

Employees

1,250 client accounts

Services offered by TRUEWEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUEWEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Richmond Jones offer?

Daniel Richmond Jones specializes in Financial Planning, Investment Management. Contact their office in HOOVER, Alabama for a consultation.

What are Daniel Richmond Jones's credentials?

Daniel Richmond Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Richmond Jones located?

Daniel Richmond Jones is based in HOOVER, Alabama, working with TRUEWEALTH ADVISORS, LLC. Their office serves clients in the HOOVER metropolitan area and surrounding communities.

How does Daniel Richmond Jones charge for services?

Daniel Richmond Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUEWEALTH ADVISORS, LLC?

TRUEWEALTH ADVISORS, LLC has approximately 21 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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