Jared Riley Jones

Wealthfront Advisers LLC

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching

Wealthfront Advisers LLC

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

386,244 clients

Average Client Portfolio

$93K average

Assets Under Management

$35.9B

Fee Structure

Minimum Investment:$500

Financial Planning:Included in AUM fee

Location

Morgan Hill, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wealthfront Advisers LLC

October 2024 - Present · 1 yr 4 mos

Wealthfront Brokerage LLC

September 2024 - Present · 1 yr 5 mos

Wealthfront Brokerage LLCBroker

September 2024 - Present · 1 yr 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.