$3.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2023
- Office Locations
- 1
Office Locations
1511 3RD Ave. Suite 503 Seattle WA
About Victor Jones CPA, PC
Victor Jones CPA, P.C. is a downtown Seattle CPA firm with CFP expertise, serving small business owners and working professionals. Services include tax preparation and planning, bookkeeping/payroll, audits and business advisory, plus retirement and estate planning. Advisory portfolios use ETFs and U.S. government/agency bonds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$114.7K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
VICTOR DWAIN JONES
Certified Financial Planner, Chief Compliance Officer, Chief Financial Officer, President
- CRD
- #1733706
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,900,000 | -- |
| Total | $3,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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