{
  "crd_number": 337281,
  "slug": "jones-wealth-advisors-llc-pasadena-ca-337281",
  "primary_business_name": "JONES WEALTH ADVISORS, LLC",
  "legal_name": "JONES WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Pasadena",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-08-13",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 68898976.0,
  "raum_discretionary": 68898976.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1660375.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 67238601.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://joneswealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337281",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "PASADENA",
  "url": "https://advisorcensus.com/firm/jones-wealth-advisors-llc-pasadena-ca-337281",
  "display_name": "Jones Wealth Advisors, LLC",
  "summary": "Jones Wealth Advisors, LLC is a state-registered investment advisory firm in Pasadena, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Jones Wealth Advisors, LLC (CRD 337281): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Jones Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jones Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Jones Wealth Advisors, LLC located?",
      "a": "Jones Wealth Advisors, LLC's principal office is in Pasadena, CA, according to its Form ADV."
    },
    {
      "q": "Is Jones Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Jones Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337281."
    },
    {
      "q": "How much does Jones Wealth Advisors, LLC manage?",
      "a": "Jones Wealth Advisors, LLC reports $68,898,976 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Jones Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does Jones Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337281"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jones-wealth-advisors-llc-pasadena-ca-337281.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1660375.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 67238601.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337281",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}