RJ
Ronald S. Jones
ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES
Pittsburgh, PA 15222
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CRD#: 2080943
RJ
Professional summary
Ronald Scott Jones is a registered financial advisor currently at ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES located in Pittsburgh, Pennsylvania and ELM CAPITAL MANAGEMENT LLC located in Pittsburgh, Pennsylvania.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ronald has worked at 2 firms and has passed the Series 63 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 09/2016: Owner; Jones & Associates, P.C. A law firm specializing in estate and tax planning including asset protection located at 309 Smithfield Street, 6th Floor, Pittsburgh, Pennsylvania 15222; requiring a substantial amount of time. Predecessor firms originate in January 1991. 2) 03/1993, Owner/Managing Member; Elder Law Management of WV, LLC; A law firm specializing in estate and tax planning including asset protection located at 3467 University Avenue, Suite 200, Morgantown, West Virginia 26505; requiring a moderate amount of time. Converted to an LLC in 01/2011. 3) 02/2018; Owner/Managing Member; ELM Capital Management, LLC with its registered address at 4952 San Pablo Court, Naples, Florida 34109; registered to conduct business in Pennsylvania with a registered address of 309 Smithfield Street, 6th Floor, Pittsburgh, Pennsylvania 15222; a registered investment advisory firm doing business in Pennsylvania and various other states. Requires a substantial amount of time. Converted to an LLC in 04/2020. 4) 08/2012; Owner/Managing Member of United Financial Realty, LLC., entity holds commercial property located at 3467 University Avenue, Suite 200, Morgantown, West Virginia 26505; requires minimal time. 5) 01/2011 Owner/Managing Partner of ELM Realty Limited Partnership; entity holds commercial property located at 608/610 Third Street, Beaver, Pennsylvania 15009; requires minimal time. 6) 05/2011 Interest Owner in Elder Law Management Holdings, Inc. a Florida holding company, with its registered address located at 4952 San Pablo Court, Naples, Florida 34109; holds interests in ELM Realty Limited Partnership and Elder Law Management, LLC of WV; requires minimal time. 7) 05/2011 Interest Owner in Elder Law Management, Inc., a Florida holding company, with its registered address located at 4952 San Pablo Court, Naples, Florida 34109; holds interests in ELM Realty Limited Partnership and Elder Law Management, LLC of WV; requires minimal time. 8) 06/1996 Impact Management Services, Inc.; Owner; Pennsylvania Corporation. Inactive. 9) Mr. Jones' insurance license is inactive. 10) 09/1991 Mr. Jones is an adjunct professor (Business department) at Penn State University.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Scott Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 1996 - Present
ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES
Office #1: 309 Smithfield Street 6th Floor, Pittsburgh, PA 15222RIA
CRD#: 122497
Pittsburgh, PA
Current
March 23, 2020 - Present
ELM CAPITAL MANAGEMENT LLC
Office #1: 309 Smithfield Street 6th Floor, Pittsburgh, PA 15222Office #2: 3467 University Avenue 2nd Floor, Star City, WV 26505RIA
CRD#: 294012
Pittsburgh, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(3/23/2020)
IAR
Pennsylvania(1/2/1996)
IAR
West Virginia(7/14/2020)
Exams
State Security Law Exam
Current Firm
EC
ELM CAPITAL MANAGEMENT LLC
ELM CAPITAL MANAGEMENT | ELM CAPITAL MANAGEMENT LLC | ELM CAPITAL MANAGEMENT INC.
CRD#: 294012 / SEC#:
Ohio
Registered Investment Advisory firm - (3/23/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (6/8/2020 Approved)West Virginia
Registered Investment Advisory firm - (6/29/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
309 Smithfield Street 6th Floor, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 456-4700
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 326 |
| AUM (Assets Under Management) | $ 113,607,293 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/11/2025 | ||
| 10/16/2024 | ||
| 11/15/2023 | ||
| 11/28/2022 |
Red Flags
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