Vearle M. Jones

VM JONES FINANCIAL CONSULTING, L.L.C.

GILBERT, AZ 85295

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CRD#: 2839109

Professional summary

Vearle Martineau Jones is a registered financial advisor currently at VM JONES FINANCIAL CONSULTING, L.L.C. located in Gilbert, Arizona.

Vearle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Vearle has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

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)DBA/RIA:VM JONES FINANCIAL CONSULTING LLC AN INVESTMENT RELATED LOCATED AT BRANCH LOCATION 2)VEARLE M JONES CPA-OWNER TAX PREPARATION/ ACCOUNTING. 3)RIMUENTERPRISES LLC - OWNER/MANAGER OWNS BUILDING LEASED TO VM JONES FINANCIAL CONSULTING, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vearle Martineau 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®

None

Experience

Current

June 27, 2012 - Present

VM JONES FINANCIAL CONSULTING, L.L.C.

Office #1: 1772 E Boston St, Suite 103, Gilbert, AZ 85295

RIA

CRD#: 110678

GILBERT, AZ

Past

October 16, 2007 - September 2, 2014

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

GILBERT, AZ

Past

June 18, 1997 - October 16, 2007

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

February 11, 1997 - May 27, 1997

NORTH AMERICAN FINANCIAL GROUP, INC.

CRD#: 22273

WARREN, MI

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

Arizona
(6/27/2012)

IAR

Texas
(4/27/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/1997

General Securities Representative Examination

Current Firm

VM JONES FINANCIAL CONSULTING, L.L.C.

HENRY & HORNE FINANCIAL SERVICES LLC | VM JONES FINANCIAL CONSULTING, LLC | VM JONES FINANCIAL CONSULTING, L.L.C.

CRD#: 110678 / SEC#: 801-54885

RIA

Registered Investment Advisory firm - (6/29/2012 Terminated)

Arizona

Registered Investment Advisory firm - (6/27/2012 Approved)

Texas

Registered Investment Advisory firm - (4/26/2017 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1772 E Boston St Suite 103, Gilbert, AZ 85295

Mailing Address

Phone number

(480) 756-6010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 48,105,092

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Vearle M. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vearle Martineau Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

VM JONES FINANCIAL CONSULTING, L.L.C.

GENEOS WEALTH MANAGEMENT, INC.

THE LEADERS GROUP, INC.

NORTH AMERICAN FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/1997

Series 63

Date: 2/20/1997

Series 7

Date: 2/10/1997

Current Firm

VM JONES FINANCIAL CONSULTING, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VM JONES FINANCIAL CONSULTING, L.L.C.

TRUST BUT VERIFY

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