Jerry Jones is a CFP, ChFC-designated registered investment advisor at Irc Wealth, based in Atlanta, GA, with 7 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 373 clients with $670M 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 | 1.30% |
| $500K - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.80% |
Fees may be negotiable in some instances.
Fee Estimator
Location
3050 Peachtree Road Nw, Suite 220, Atlanta, GA, 30305
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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 →Other Business Activities
Jerry is a registered investment advisor and representative with Bleakly Financial Group, LLC, dedicating full-time hours to serving clients. He also creates YouTube video content reviewing hip hop music, spending minimal time on this activity.
Employment History
Current Registrations
Irc Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bleakley Financial Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.