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Johnny Jones

Atlatl Advisers
19 Years of Experience
Chicago, IL
View SEC Summary
View SEC Summary

Johnny Jones is a registered investment advisor at Atlatl Advisers, based in Chicago, IL, with 19 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 9 more. Their firm serves 274 clients with $390M in assets under management.

Atlatl Advisers
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
274 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$392.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee is 1.25% of assets under management. Fees are negotiable and may be lower based on specific circumstances, asset size, and complexity. Additional fees apply for held-away assets (0.25%) and specific strategies like digital assets or systematic equity (up to 1.00% for wealth management clients).

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

Chicago, IL

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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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Employment History
Current Registrations
Atlatl Advisers
December 2025 - Present · 10 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2020 - September 2025 · 4 yrs 10 mos
Charles Schwab & CO., INC.Broker
July 2018 - September 2025 · 7 yrs 2 mos
Foreside Fund Services, LLCBroker
February 2017 - July 2018 · 1 yr 5 mos
Schroder Fund Advisors LLCBroker
June 2015 - December 2016 · 1 yr 6 mos
Legg Mason Investor Services, LLCBroker
July 2011 - June 2015 · 3 yrs 11 mos
Liquid Capital Securities, LLCBroker
September 2009 - February 2011 · 1 yr 5 mos
UBS Securities LLCBroker
July 2006 - May 2009 · 2 yrs 10 mos
UBS Financial Services INC.Broker
August 2005 - June 2006 · 10 mos
State Registrations2 states
ILWI
Advisor

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
No exam information available for this advisor.
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