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A.W. JONES

NEW YORK, NY · CRD 161260 · IAPD ↗ · awjones.com · 646-517-6400

$667.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — A.W. JONES crossed $500M in regulatory AUM ($487.8M -> $547.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — A.W. JONES grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — A.W. JONES crossed $500M in regulatory AUM ($493.4M -> $502.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.