David Stuart Jones
CFP®Professional Summary
David Stuart Jones, CFP® is a registered financial advisor currently at EPG WEALTH MANAGEMENT LLC located in Atlanta, Georgia and ARKADIOS CAPITAL located in Atlanta, Georgia. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC
Contact Information
Main Address
309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305Phone Number
(404) 809-3680# of Employees
14SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,194AUM (Assets Under Management)
$579,086,058Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/6/2023)
(1/18/2023)
(1/6/2023)
(1/6/2023)
(5/21/2026)
(2/14/2023)
(11/20/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2002About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2005About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Stuart Jones's CRS (Customer Relationship Summary).
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