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Phillip Al Jones

CAVU WEALTH MANAGEMENT INC.·LAKESIDE, California
SIE, Series 7, Series 66CFPClean record16 years registeredCAVU WEALTH MANAGEMENT INC.
10001 MAINE AVE, LAKESIDE, CA 92040CRD# 4788541Firm CRD# 299089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Al Jones · LAKESIDE, CA
Registration
CRD #4788541 · CAVU WEALTH MANAGEMENT INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

CAVU WEALTH MANAGEMENT
Jan 2019 – present
INDEPENDENT FINANCIAL GROUP, LLC
Aug 2014 – Dec 2017
POWAY, CA
INDEPENDENT FINANCIAL GROUP, LLC
Feb 2011 – Mar 2012
POWAY, CA
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Nov 2009 – Feb 2020
POWAY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 2, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAVU WEALTH MANAGEMENT INC.
CRD 299089 · SEC 801-129732
AUM
$114M
Regulatory assets under management
Employees
8
909 client accounts
Services offered by CAVU WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAVU WEALTH MANAGEMENT INC. →
Introduction

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05

Frequently Asked Questions

What services does Phillip Al Jones offer?
Phillip Al Jones specializes in Financial Planning, Investment Management. Contact their office in LAKESIDE, California for a consultation.
What are Phillip Al Jones's credentials?
Phillip Al Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Phillip Al Jones located?
Phillip Al Jones is based in LAKESIDE, California, working with CAVU WEALTH MANAGEMENT INC.. Their office serves clients in the LAKESIDE metropolitan area and surrounding communities.
How does Phillip Al Jones charge for services?
Phillip Al 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 CAVU WEALTH MANAGEMENT INC.?
CAVU WEALTH MANAGEMENT INC. has approximately 8 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAVU WEALTH MANAGEMENT INC.

Michael Shawn Wynns
LAKESIDE, CA
ChFC
Daniel Owen Gomes
LAKESIDE, CA

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Research
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