DAVID CARL JONES INVESTMENTS, L.L.C.
Legal name: DAVID C. JONES GLOBAL WEALTH MANAGEMENT
CRD #148398 SEC #801-69659 GERMANTOWN, TN 901-755-9797
SEC Registered
Total AUM
$39.1M
Discretionary
$39.1M
Employees
1
Clients
0
Accounts
158
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2012
- 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, DAVID, CARL | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, DAVID, CARL | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, DAVID, CARL | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, DAVID, CARL | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 2, 2012 REGISTERED
Notice Filings (1)
TN
Address
3011 CENTRE OAK WAY, SUITE 101GERMANTOWN, TN 38138
United States
Phone: 901-755-9797