Unclaimed Profile

Todd Stephenson Jones

GRATUS CAPITAL, LLC·ATLANTA, Georgia

Series 7, Series 66Clean record20 years registeredGRATUS CAPITAL, LLC

3535 PIEDMONT ROAD NE, ATLANTA, GA 30305CRD# 5039099Firm CRD# 173627

Profile Verification

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

Identity

Todd Stephenson Jones · ATLANTA, GA

Registration

CRD #5039099 · GRATUS CAPITAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Aug 2024 – present

GRATUS CAPITAL, LLC

Jan 2015 – Dec 2024

ATLANTA, GA

GRATUS CAPITAL MANAGEMENT, LLC

Jul 2008 – Dec 2014

ATLANTA, GA

M. L. STERN & CO, LLC.

Dec 2005 – Jun 2007

CARMEL, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 5, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRATUS CAPITAL, LLC

CRD 173627 · SEC 801-80563

AUM

$2.7B

Regulatory assets under management

Employees

2,929 client accounts

Services offered by GRATUS CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GRATUS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Stephenson Jones offer?

Todd Stephenson Jones specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Todd Stephenson Jones's credentials?

Todd Stephenson Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Stephenson Jones located?

Todd Stephenson Jones is based in ATLANTA, Georgia, working with GRATUS CAPITAL, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Todd Stephenson Jones charge for services?

Todd Stephenson Jones's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRATUS CAPITAL, LLC?

GRATUS CAPITAL, LLC has approximately 50 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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