Managing Partner, Senior Advisor and Chief Compliance Officer · Omega Wealth Management LLC
Jared A. Jones
CRD 6332629 · Named on Form ADV at one SEC-registered adviser
At a glance
Omega Wealth Management LLC, an SEC-registered wealth manager based in Arlington, VA with $310 million in regulatory assets, lists Jared A. Jones on its Form ADV as Managing Partner, Senior Advisor and Chief Compliance Officer.
Firms and roles
- Omega Wealth Management LLCManaging Partner, Senior Advisor and Chief Compliance OfficerWealth manager · Arlington, VA · $310M in regulatory assets
AtlasMembers
Jared’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Lisa A. KirchenbauerManaging Member/president, Omega Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.