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David Robert Jones

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California
Unclaimed Profile
11 FIFTH STREET, PETALUMA, CA 94952CRD# 4012341Firm CRD# 287882
01

About

David Robert Jones is a registered financial advisor based in PETALUMA, California, affiliated with ENSO WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ENSO WEALTH MANAGEMENT, LLC
ENSO WEALTH MANAGEMENT, LLC
AUM
$1.8B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ENSO WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4012341
Firm CRD# 287882
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Robert Jones offer?
David Robert Jones specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are David Robert Jones's credentials?
David Robert Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Jones located?
David Robert Jones is based in PETALUMA, California, working with ENSO WEALTH MANAGEMENT, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does David Robert Jones charge for services?
David Robert Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENSO WEALTH MANAGEMENT, LLC?
ENSO WEALTH MANAGEMENT, LLC has approximately 26 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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