Claim Profile
LJ

Lee Alan Jones

SAVANT ADVISOR GROUP LLC·LAS VEGAS, Nevada
Unclaimed Profile
5586 S. FORT APACHE, LAS VEGAS, NV 89148CRD# 6473512Firm CRD# 173525
01

About

Lee Alan Jones is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with SAVANT ADVISOR GROUP 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
SAVANT ADVISOR GROUP LLC
SAVANT ADVISOR GROUP LLC
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES ONLY
Regulatory
SEC/IARD CRD# 6473512
Firm CRD# 173525
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAS VEGAS?

Browse all registered financial advisors in LAS VEGAS, Nevada or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lee Alan Jones offer?
Lee Alan Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Lee Alan Jones's credentials?
Lee Alan Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Alan Jones located?
Lee Alan Jones is based in LAS VEGAS, Nevada, working with SAVANT ADVISOR GROUP LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Lee Alan Jones charge for services?
Lee Alan Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees only. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAVANT ADVISOR GROUP LLC?
SAVANT ADVISOR GROUP LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty