# JONES & CO WEALTH MANAGEMENT

JONES & CO WEALTH MANAGEMENT is an Asset Manager based in Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Canada
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 135868
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135868

## About

JONES & CO WEALTH MANAGEMENT, INC is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Jones & Co Wealth Management registered as a Portfolio Manager in Ontario?

The firm's registration status is not independently verifiable through public sources. In Ontario, firms providing discretionary investment management must register with the Ontario Securities Commission as a Portfolio Manager. Without access to the firm's National Registration Database entry, the specific permissions held — whether advisory only, dealing representative, or full discretionary — cannot be confirmed. This is a foundational diligence question for any allocator evaluating a Canadian wealth management counterparty.

### Does Jones & Co manage assets for institutional clients or exclusively serve individual households?

Available evidence points to a retail-only client base, focused on individual households and families in Ontario. There is no indication of institutional separate accounts, pension fund relationships, or endowment/foundation mandates in any public record. Firms of this profile in the Canadian market rarely cross over into institutional asset management without separate legal structures and dedicated institutional teams, neither of which are confirmed for Jones & Co.

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Last updated: 2026-06-03T20:00:00.000Z

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