A.W. JONES ADVISORS, LLC

Legal name: A.W. JONES

CRD #161260 SEC #801-73790 NEW YORK, NY 646-517-6400

SEC Registered Private Funds

Total AUM

$487.8M

Discretionary

$450.8M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MERRINS, BRIAN, KONNERTH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MERRINS, BRIAN, KONNERTH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
ROSENBLATT, AVI, JASON	I	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	NA
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND SOLE MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER/CEO	E	Control
BURCH, ROBERT, LEE	I	MANAGING MEMBER/CEO	E	Control
A.W. JONES	DE	MEMBER - A.W. JONES PRIVATE ADVISORS, LLC	D	Control
BURCH BAY LLC	DE	MEMBER	B
BURCH BAY LLC	DE	MEMBER	B
BURCH BAY LLC	DE	MEMBER	B
BURCH, ROBERT, LEE	I	MANAGING MEMBER - A.W. JONES PRIVATE ADVISORS, LLC	B	Control
HAUG, THOMAS, JOHN	I	PRESIDENT - A.W. JONES PRIVATE ADVISORS, LLC	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BURCH, ROBERT, LEE	I	BURCH BAY LLC	E	Control
BURCH, ROBERT, LEE	I	BURCH BAY LLC	E	Control
BURCH, ROBERT, LEE	I	BURCH BAY LLC	E	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Address

126 EAST 56TH STREET
22ND FLOOR
NEW YORK, NY 10022
United States

Phone: 646-517-6400