Jones Wall Street Incorporated (Westlake Village)

Jones Wall Street Incorporated is an adviser based in Westlake Village. It manages $8.3 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Jones Wall Street Incorporated provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jones Wall Street Incorporated: assets under management

The assets under management (AUM) of Jones Wall Street Incorporated is $8.3 million. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.1 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $710 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $120 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jones Wall Street Incorporated for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jones Wall Street Incorporated

George Anthony Jones has been acting as President since 1 Nov 1998. John Patrick Schrom joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Anthony Jones	President	1 Nov 1998	75% - 100%	1037972
John Patrick Schrom	Chief operating officer	1 Apr 2001	Other	4393024

Based in Westlake Village

The principal office where Jones Wall Street Incorporated performs its advisory services is located at 650 Hampshire Road, Westlake Village, CA 91361 The mailing address of the firm is 650 Hampshire Road, Westlake Village, CA 91361. It doesn’t run an office outside of the United States.