DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Daniel Richmond Jones

Truewealth Advisors, LLCindependent RIAHoover, Al dual registrantIAPD 5061683

Certified Financial Planner

Feed of 09/14/2026

Also filed as Daniel Richmond Jones

At current firm

6 y

since Oct 11, 2019

In the industry

20 y

since Mar 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Talk to an Advisorreportedtruewealthllc.comfirm site, Sep 15, 2026
Business email: djones@truewealthllc.comreportedtruewealthllc.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/daniel-jones-cfp%C2%AE-crpc%C2%AE-44a8927reportedtruewealthllc.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Truewealth Advisors, LLC independent RIA current
since Oct 11, 2019 · Hoover, Al
Concourse Financial Group Advisors former
Oct 9, 2012 to Oct 8, 2019 · Birmingham, Al
Wells Fargo Advisors wirehouse
Jul 8, 2010 to Sep 19, 2012 · Birmingham, Al
Ameriprise Financial Services, LLC national BD
May 1, 2006 to Apr 7, 2010 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

Concourse Financial Group Advisors to Truewealth Advisors, LLC
left Oct 8, 2019, registered Oct 11, 2019 (3 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Concourse Financial Group Advisors
left Sep 19, 2012, registered Oct 9, 2012 (20 days) · Other
Ameriprise Financial Services, LLC to Wells Fargo Advisors
left Apr 7, 2010, registered Jul 8, 2010 (92 days) · Affiliated broker-dealer or bank to wirehouse

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address