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Advisor at JONES WEALTH ADVISORS, LLC
Pasadena, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JONES WEALTH ADVISORS, LLC | State registered | Aug 13, 2025 | n/a | yes | Pasadena, CA | Current employment |
| JONES WEALTH ADVISORS, LLC | n/a | Aug 28, 2017 | Oct 4, 2025 | no | Pasadena, CA|Pasadena, CA | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jul 10, 2014 | Apr 4, 2017 | no | LOS ANGELES, CA|SUNLAND, CA | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Aug 15, 2011 | Jul 3, 2012 | no | VENTURA, CA | Previous registration |
| CHOREO, LLC | Independent wealth | Aug 6, 2007 | May 20, 2010 | no | PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JONES WEALTH ADVISORS, LLC | JONES WEALTH ADVISORS, LLC | Oct 4, 2025 | Aug 13, 2025 | -52 | Firm change after gap | Other |
| AVANTAX ADVISORY SERVICES | JONES WEALTH ADVISORS, LLC | Apr 4, 2017 | Aug 28, 2017 | 146 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | AVANTAX ADVISORY SERVICES | Jul 3, 2012 | Jul 10, 2014 | 737 | Firm change after gap | Other |
| CHOREO, LLC | PARK AVENUE SECURITIES LLC | May 20, 2010 | Aug 15, 2011 | 452 | Firm change after gap | Other |