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Jessica Lynn Jones

TRIAD WEALTH PARTNERS, LLC·LAWRENCE, Kansas
Unclaimed Profile
730 NEW HAMPSHIRE ST., UNIT 222, LAWRENCE, KS 66044CRD# 6390182Firm CRD# 326523
01

About

Jessica Lynn Jones is a registered financial advisor based in LAWRENCE, Kansas, affiliated with TRIAD WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TRIAD WEALTH PARTNERS, LLC
TRIAD WEALTH PARTNERS, LLC
AUM
$153M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at TRIAD WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6390182
Firm CRD# 326523
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica Lynn Jones offer?
Jessica Lynn Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAWRENCE, Kansas for a consultation.
What are Jessica Lynn Jones's credentials?
Jessica Lynn Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lynn Jones located?
Jessica Lynn Jones is based in LAWRENCE, Kansas, working with TRIAD WEALTH PARTNERS, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does Jessica Lynn Jones charge for services?
Jessica Lynn Jones's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAD WEALTH PARTNERS, LLC?
TRIAD WEALTH PARTNERS, LLC has approximately 12 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Judith Lynn Mcdaniel — AFA INC.Karey Anne Chester — AFA INC.Victoria Marie Bogner — AFA INC.Donald Dwayne Duncan — EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLCPeter Douglas Knutson — AFA INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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