JONES ADVISORY GROUP LLC
CRD #133676 SEC #801-63777 SARASOTA, FL 941-923-4909 EXT.301
SEC Registered
Total AUM
$28.7M
Discretionary
$27.8M
Employees
5
Clients
10
Accounts
178
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, GORDON, ELLIOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GORDON, ELLIOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GORDON, ELLIOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GORDON, ELLIOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, GORDON, ELLIOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, GORDON, ELLIOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, GORDON, ELLIOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, GORDON, ELLIOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, GORDON, ELLIOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| THE GORDON E JONES REVOCABLE LIVING TRUST | DE | MEMBER | E | Control |
| THE GORDON E JONES REVOCABLE LIVING TRUST | DE | MEMBER | E | Control |
| THE GORDON E JONES REVOCABLE LIVING TRUST | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JONES, GORDON, ELLIOTT | I | THE GORDON E JONES REVOCABLE LIVING TRUST | F | Control |
| JONES, GORDON, ELLIOTT | I | THE GORDON E JONES REVOCABLE LIVING TRUST | F | Control |
| JONES, GORDON, ELLIOTT | I | THE GORDON E JONES REVOCABLE LIVING TRUST | F | Control |
Registrations
Federal
IA
Mar 13, 2007 REGISTERED
Notice Filings (3)
FL MI MN
Address
7701 HOLIDAY DRIVESARASOTA, FL 34231-5313
USA
Phone: 941-923-4909 EXT.301