Unclaimed Profile

Jeannette Aline Jones

ASSET ADVISORY GROUP INC·CINCINNATI, Ohio

Series 6, Series 7, Series 24, Series 63Clean record27 years registeredASSET ADVISORY GROUP INC

9200 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 1904708Firm CRD# 107929

Profile Verification

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

Identity

Jeannette Aline Jones · CINCINNATI, OH

Registration

CRD #1904708 · ASSET ADVISORY GROUP INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET ADVISORY GROUP INC

MERCER GLOBAL ADVISORS INC.

Oct 2022 – Jan 2026

Cincinnati, OH

ASSET ADVISORY GROUP INC

May 1999 – Jan 2023

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · May 3, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET ADVISORY GROUP INC

CRD 107929 · SEC 801-55031

AUM

$399M

Regulatory assets under management

Employees

886 client accounts

Services offered by ASSET ADVISORY GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET ADVISORY GROUP INC →

Introduction

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Frequently Asked Questions

What services does Jeannette Aline Jones offer?

Jeannette Aline Jones specializes in Financial Planning, Investment Management.

What are Jeannette Aline Jones's credentials?

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

Where is Jeannette Aline Jones located?

Jeannette Aline Jones is based in CINCINNATI, Ohio, last registered with ASSET ADVISORY GROUP INC.

How does Jeannette Aline Jones charge for services?

Jeannette Aline 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 ASSET ADVISORY GROUP INC?

ASSET ADVISORY GROUP INC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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