$68.9M Total AUM
$68.9M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2025
- Office Locations
- 1
Office Locations
1122 East Green St., Suite 205 Pasadena CA
About Jones Wealth Advisors, LLC
Jones Wealth Advisors, LLC is a Pasadena, CA registered investment adviser providing investment management along with financial and retirement planning and investment analysis. The firm emphasizes asset-allocation portfolios using ETFs, mutual funds, and fixed income, and custodies client assets at Charles Schwab & Co.
Team overview
43 AVG AGE
$68.9M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Crest
Investment Themes
Oak fusion
Investment Vehicles
Eagle optima Bridge
Services
North ridge Frontier wave Bridge momentum Insight timber Zenith
Owner & Executives
ARPI VARDANYAN
Managing Member
- CRD
- #4596224
- Ownership
- 75% or more
(873) 584-5662
delta.frontier@bridgecapital.com
in linkedin.com/in/delta-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,898,976 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,898,976 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,898,976
Public Funds:
22.9% Municipal Bonds:
4.4% Cash:
19.6% U.S. Government/Agency:
24.7% Equity - Exchange:
23.4% Corporate - Investment Grade:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $812,238,332 | 22.9% |
| Municipal Bonds | $156,063,260 | 4.4% |
| Cash | $695,190,886 | 19.6% |
| U.S. Government/Agency | $876,082,393 | 24.7% |
| Equity - Exchange | $829,972,793 | 23.4% |
| Corporate - Investment Grade | $177,344,614 | 5.0% |
| Total | $3,546,892,278 | 100.0% |