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RIA / WealthAdvisor11 years in industry

John Lytle Jones

Advisor at CERITY PARTNERS LLC

Richmond, VA | NORFOLK, VA | NEW YORK, NY

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Search this name across graphsid dfx:ria:b5815587-3b46-10fc-e8b6-27364fde01c2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 23, 2022 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Feb 2, 2022
First registration: Nov 23, 2022
Dual registered: no
Other names: John Lytle Jones|Jack L Jones|John Lytle Jones|John L Jones
IAPD individual key: 7662262

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Jul 17, 2026	n/a	yes	NORFOLK, VA\|NEW YORK, NY\|Richmond, VA	Current employment
EDWARD JONES	National bd RIA	Aug 8, 2025	Jul 10, 2026	no	Richmond, VA\|MIDLOTHIAN, VA\|Virginia Beach, VA\|ST LOUIS, MO	Previous registration
STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC	State registered	Feb 10, 2025	Jul 2, 2025	no	SOUTHERN SHORES, NC	Previous registration
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.	Independent wealth	Nov 23, 2022	May 5, 2023	no	FAIRHOPE, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	CERITY PARTNERS LLC	Jul 10, 2026	Jul 17, 2026	7	Firm change	Ibd to RIA
STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC	EDWARD JONES	Jul 2, 2025	Aug 8, 2025	37	Firm change	Other
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.	STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC	May 5, 2023	Feb 10, 2025	647	Firm change after gap	RIA to state RIA

Relationships

Registered with (4)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 8, 2025 to Jul 10, 2026factForm ADV
→ STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Feb 10, 2025 to Jul 2, 2025factForm ADV
→ HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Registered adviserregistration: previous registration
Nov 23, 2022 to May 5, 2023factForm ADV

Dated events

Occurred
Jul 10, 2026
Advisor changed firm
John Lytle Jones left Edward Jones for Cerity Partners Llc (registered 2026-07-17)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2025
Advisor changed firm
John Lytle Jones left Strategic Wealth Management Solutions, Llc for Edward Jones (registered 2025-08-08)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
John Lytle Jones left Hayek Kallen Investment Management L.L.C. for Strategic Wealth Management Solutions, Llc (registered 2025-02-10)
Form ADVobserved 4 days ago