Jared Jones is a CFP-designated registered investment advisor at Omega Wealth Management LLC, based in Arlington, VA, with 9 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 152 clients with $310M 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 | 0.35% |
The standard investment management fee is 0.35% annually, but is negotiable between 0.05% and 1.00% depending on the client's investable net worth and financial complexity. Investment management requires a simultaneous ongoing life and wealth planning engagement.
Fee Estimator
Location
4501 N Fairfax Dr, Suite 602, Arlington, VA, 22203
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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
Omega Wealth Management LLC
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.
Exams
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