Arpi Vardanyan
Arpi Vardanyan is a CFP-designated registered investment advisor at Jones Wealth Advisors, LLC, based in Pasadena, CA, with 20 years of industry experience. Arpi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 20 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is up to 1% per year and is based on the complexity of the client’s situation, frequency of meetings, the amount of total household assets and the types of assets held.
Fee Estimator
Location
1122 East Green St., Suite 205, Pasadena, CA, 91106
Get directionsHistory
Regulatory History (2)
Regulatory
April 2003Criminal
February 2001Other Business ActivitiesSells Insurance
Arpi works as an attorney at the Law Offices of Arpi Vardanyan and Gackle Law Office, taking about half of their time and nearly full-time, respectively. Arpi is also an insurance agent with various insurance agencies, dedicating a few hours per week.
Employment History
Current Registrations
Jones Wealth Advisors, LLC
Previous Registrations
Jones Wealth Advisors, LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Rsm Mcgladrey, INC.
Birchtree Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Sunamerica 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.