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Jared Alexander Jones

OMEGA WEALTH MANAGEMENT LLC·ARLINGTON, Virginia
Clean record9 years registeredOMEGA WEALTH MANAGEMENT LLC
4501 N FAIRFAX DRIVE, ARLINGTON, VA 22203CRD# 6332629Firm CRD# 132580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Alexander Jones · ARLINGTON, VA
Registration
CRD #6332629 · OMEGA WEALTH MANAGEMENT LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

OMEGA WEALTH MANAGEMENT LLC
May 2017 – present
02

Registrations & Exams

Registration record
First registered · May 17, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OMEGA WEALTH MANAGEMENT LLC
CRD 132580 · SEC 801-112348
AUM
$253M
Regulatory assets under management
Employees
7
642 client accounts
Services offered by OMEGA WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at OMEGA WEALTH MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Jared Alexander Jones offer?
Jared Alexander Jones specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Jared Alexander Jones's credentials?
Jared Alexander Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Alexander Jones located?
Jared Alexander Jones is based in ARLINGTON, Virginia, working with OMEGA WEALTH MANAGEMENT LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Jared Alexander Jones charge for services?
Jared Alexander 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 OMEGA WEALTH MANAGEMENT LLC?
OMEGA WEALTH MANAGEMENT LLC has approximately 7 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OMEGA WEALTH MANAGEMENT LLC

Epheson Abate Mehari
ARLINGTON, VA
Lisa Anne Kirkpatrick Kirchenbauer
ARLINGTON, VA

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