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Gabriel Allen Jones

AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC·GRANDVILLE, Michigan
Series 65Clean record12 years registeredAAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
4555 WILSON AVE SW, GRANDVILLE, MI 49418CRD# 6178147Firm CRD# 109178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel Allen Jones · GRANDVILLE, MI
Registration
CRD #6178147 · AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Mar 2023 – present
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
May 2014 – Jul 2023
GRANDVILLE, MI
NAUTILUS FINANCIAL LLC
Feb 2014 – May 2014
GREENVILLE, MI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 5, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
CRD 109178 · SEC 801-118483
AUM
$133M
Regulatory assets under management
Employees
2
1,426 client accounts
Services offered by AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Gabriel Allen Jones offer?
Gabriel Allen Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANDVILLE, Michigan for a consultation.
What are Gabriel Allen Jones's credentials?
Gabriel Allen Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel Allen Jones located?
Gabriel Allen Jones is based in GRANDVILLE, Michigan, working with AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC. Their office serves clients in the GRANDVILLE metropolitan area and surrounding communities.
How does Gabriel Allen Jones charge for services?
Gabriel Allen 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 AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC?
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC has approximately 2 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC

Ronald Jay Vansurksum
GRANDVILLE, MI

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