Victor Jones is a CFP, ChFC, PFS-designated registered investment advisor at Victor Jones CPA, PC, based in Seattle, WA, with 34 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
1511 3rd Ave. Suite 503, Seattle, WA, 98101
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is a CPA and works full-time at Victor Jones CPA, PC, a public accounting firm and Registered Investment Advisor. He is also a licensed insurance agent in Washington, California, and Texas, spending a few hours per week on insurance services.
Employment History
Current Registrations
Victor Jones CPA, PC
Previous Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Infinity Financial Services
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Jones Financial Advisors
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Jones Financial Advisors
Jones Financial Advisors
Jones Financial Advisors
Kovack Securities INC.Broker
Jones Financial Group, INC.
Jones Financial Group, INC.Broker
Globalink Securities, INC.Broker
Securities Service Network, INC.Broker
Eisner Securities, INC.Broker
Investacorp, INC.Broker
Royal Alliance Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Baraban Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.