Investment adviser representative · Rai Wealth
Tyler P. Jones
CRD 6677737 · Naperville, IL
At a glance
Tyler P. Jones is an investment adviser representative with Rai Wealth in Naperville, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tyler’s SEC record dates to 2023, about 3 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Rai WealthSince August 2023Naperville, IL · $531M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tyler’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Rai Wealth
- Gregory S. AagaardNaperville · Certified Financial Planner
- Scott A. BrownNaperville
- Jack DykemaNaperville · Certified Financial Planner
- Melissa A. ImbrognoNaperville · Certified Financial Planner
- William S. WestNaperville · Certified Financial Planner
Every advisor at Rai Wealth →Rai Wealth: assets, clients and custodians →Financial advisors in Naperville, IL →Every Rai Wealth advisor in Naperville →Advisor Moves: who changed firms this week →