# Jones & Co Wealth Management, Inc

> Jones & Co Wealth Management, Inc is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 135868
- Filed as: JONES & CO WEALTH MANAGEMENT, INC
- Legal name: Debra H Jones
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135868
- AdvisorCensus page: https://advisorcensus.com/firm/jones-and-co-wealth-management-inc-135868

## Quick answers

**How is Jones & Co Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Jones & Co Wealth Management, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Jones & Co Wealth Management, Inc registered with the SEC or a state?**
Jones & Co Wealth Management, Inc is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 135868.

**How much does Jones & Co Wealth Management, Inc manage?**
Jones & Co Wealth Management, Inc reports $5,422,828 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (0% discretionary).

**What types of clients does Jones & Co Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Jones & Co Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135868

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,422,828
- Discretionary: $0
- Non-discretionary: $5,422,828

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $5,422,828 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [joneswealth.com](https://joneswealth.com)
- [womens-financial-forum.com](https://womens-financial-forum.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jones & Co Wealth Management, Inc (CRD 135868): Form ADV filing data as of October 2026.