LJ
LJ

Landon Ray Jones

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
3,090 clients
Average Client Portfolio
$668K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2650 W. Market St., 2nd Floor, Akron, OH, 44333

Get directions

History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Landon is an insurance agent selling fixed life, health, annuity, disability, long-term care, and health insurance, and also works as a tax preparer. He owns Revisor Wealth Management LLC, an RIA, and is a part-time college instructor teaching finance courses.

Employment History
Current Registrations
Revisor Wealth Management LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Independence Capital CO., INC.Broker
April 2017 - December 2024 · 7 yrs 8 mos
Independence Capital CO., INC.
April 2017 - December 2024 · 7 yrs 8 mos
Independence Capital CO., INC.
February 2006 - April 2017 · 11 yrs 2 mos
Independence Capital CO., INC.Broker
February 2006 - April 2017 · 11 yrs 2 mos
Lincoln Financial Advisors Corporation
June 2004 - January 2006 · 1 yr 7 mos
Lincoln Financial Advisors CorporationBroker
June 2004 - January 2006 · 1 yr 7 mos
The Lincoln National Life Insurance CompanyBroker
June 2004 - January 2006 · 1 yr 7 mos
Prudential Financial Planning Services
June 2003 - June 2004 · 1 yr
Pruco Securities, LLC.Broker
September 2002 - June 2004 · 1 yr 9 mos
State Registrations3 states
CAOHTX
Advisor
Exams
No exam information available for this advisor.