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Chief Operations Officer/managing Member · Truewealth Advisors, LLC

Daniel R. Jones

CRD 5061683 · Named on Form ADV at one SEC-registered adviser

At a glance

Truewealth Advisors, LLC, an SEC-registered wealth manager based in Hoover, AL with $547 million in regulatory assets, lists Daniel R. Jones on its Form ADV as Chief Operations Officer/managing Member, a control person.

Firms and roles

  • Truewealth Advisors, LLCChief Operations Officer/managing MemberWealth manager · Hoover, AL · $547M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.