Investment adviser · CRD 148398

DAVID C. JONES GLOBAL WEALTH MANAGEMENT

Investment adviser filing (IA)

DAVID CARL JONES INVESTMENTS, L.L.C.

GERMANTOWN, TN, United States · Form ADV filed May 2, 2012

Regulatory AUM
$39.1M
Form ADV · Item 5.F
Client accounts
158
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 2, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

3011 CENTRE OAK WAY, SUITE 101
GERMANTOWN, TN, 38138, United States

CRD 148398

Filing source

Form ADV 644025 · May 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.