John Jones is a registered investment advisor at Bill Few Associates, INC., based in Sewickley, PA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,972 clients with $2.7B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable based on asset complexity and relationship size. American Funds F-2 Direct Program charges a flat fee between 0.25% and 1.25%.
Fee Estimator
Location
2100 Georgetown Drive, Suite 600, Sewickley, PA, 15143
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 →Employment History
Current Registrations
Bill Few Associates, INC.
Previous Registrations
Bill Few Securities, INC.Broker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Rodney Engh, CFPBill Few Associates, INC.
- Ward Garner, CFPBill Few Associates, INC.
- Adam Logan, CFABill Few Associates, INC.
- Mia Kovacs, CFPBill Few Associates, INC.
- David Rishel, CFPBill Few Associates, INC.
- Kenneth ComoBill Few Associates, INC.