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David Dwain Jones

APPLIED FINANCE CAPITAL MANAGEMENT, LLC·SAN JUAN, Puerto Rico
Unclaimed Profile
53 CALLE PALMERAS, SAN JUAN, PR 00901CRD# 2761758Firm CRD# 226755
01

About

David Dwain Jones is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with APPLIED FINANCE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
AUM
$4.4B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at APPLIED FINANCE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2761758
Firm CRD# 226755
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Dwain Jones offer?
David Dwain Jones specializes in Investment Management, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are David Dwain Jones's credentials?
David Dwain Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Dwain Jones located?
David Dwain Jones is based in SAN JUAN, Puerto Rico, working with APPLIED FINANCE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does David Dwain Jones charge for services?
David Dwain 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 APPLIED FINANCE CAPITAL MANAGEMENT, LLC?
APPLIED FINANCE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Puerto Rico
GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
GUAYNABO GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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