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David Carl Jones

DAVID CARL JONES INVESTMENTS, L.L.C.·GERMANTOWN, Tennessee
Unclaimed Profile
3011 CENTRE OAK WAY, SUITE 101, GERMANTOWN, TN 38138CRD# 1208872Firm CRD# 148398
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About

David Carl Jones is a registered financial advisor based in GERMANTOWN, Tennessee, affiliated with DAVID CARL JONES INVESTMENTS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
DAVID CARL JONES INVESTMENTS, L.L.C.
DAVID C. JONES GLOBAL WEALTH MANAGEMENT
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DAVID CARL JONES INVESTMENTS, L.L.C. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1208872
Firm CRD# 148398
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Carl Jones offer?
David Carl Jones specializes in Investment Management, Fee-Only Advisory. Contact their office in GERMANTOWN, Tennessee for a consultation.
What are David Carl Jones's credentials?
David Carl Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Carl Jones located?
David Carl Jones is based in GERMANTOWN, Tennessee, working with DAVID CARL JONES INVESTMENTS, L.L.C.. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.
How does David Carl Jones charge for services?
David Carl Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID CARL JONES INVESTMENTS, L.L.C.?
DAVID CARL JONES INVESTMENTS, L.L.C. has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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