LJ
Landon R. Jones
REVISOR WEALTH MANAGEMENT LLC
Akron, OH 44333
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CRD#: 4582204
LJ
Professional summary
Landon Ray Jones is a registered financial advisor currently at REVISOR WEALTH MANAGEMENT LLC located in Akron, Ohio.
Landon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Landon has worked at 5 firms and has passed the Series 66, SIE 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.
Insurance Agent, fixed life, health, annuity, disability, long term care & health insurance, 34305 Solon Rd Ste 60 Solon OH 44139, Start 1/1/2012, 4 hrs/month, Compensation: Commission. Tax Preparer, Tax prep, 34305 Solon Rd Ste 60 Solon OH 44139, Start 1/1/2018, 20 hrs/month, Compensation: Commission. Owner(Revisor Wealth Management LLC), RIA with the SEC for TAMPS and Individual Investors, 34305 Solon Rd Ste 60 Solon OH 44139, Start 1/1/2014, 100 hrs/month, Compensation: Advisory Fees. Part Time college instructor, Teach Finance Courses at CSU, 2121 Euclid Ave Cleveland OH, Start 1/15/2022, 25 hrs/month, Compensation: Salary/Semester
CRS (Client Relationship Summary) - RIA
Click below to view Landon Ray 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 9, 2014 - Present
REVISOR WEALTH MANAGEMENT LLC
Office #1: 2650 W. Market St. 2nd Floor, Akron, OH 44333RIA
CRD#: 169814
Akron, OH
Past
April 7, 2017 - December 31, 2024
INDEPENDENCE CAPITAL CO., INC.
BD
CRD#: 24723
Copley, OH
Past
April 6, 2017 - December 31, 2024
INDEPENDENCE CAPITAL CO., INC.
RIA
CRD#: 24723
Copley, OH
Past
February 3, 2006 - April 5, 2017
INDEPENDENCE CAPITAL CO., INC.
RIA
CRD#: 24723
PARMA, OH
Past
February 3, 2006 - April 5, 2017
INDEPENDENCE CAPITAL CO., INC.
BD
CRD#: 24723
PARMA, OH
Past
June 25, 2004 - January 26, 2006
OSAIC FA, INC.
RIA
CRD#: 3978
SOLON, OH
Past
June 25, 2004 - January 26, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 25, 2004 - January 26, 2006
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
June 24, 2003 - June 21, 2004
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
MAYFIELD HEIGHTS, OH
Past
September 25, 2002 - June 21, 2004
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REVISOR WEALTH MANAGEMENT LLC
LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR
CRD#: 169814 / SEC#: 801-120505
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)California
Registered Investment Advisory firm - (6/17/2021 Terminated)Ohio
Registered Investment Advisory firm - (4/1/2021 Terminated)Texas
Registered Investment Advisory firm - (3/31/2021 Terminated)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
California(5/25/2018)
IAR
Ohio(1/9/2014)
IAR
Texas(11/15/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
REVISOR WEALTH MANAGEMENT LLC
LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR
CRD#: 169814 / SEC#: 801-120505
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)California
Registered Investment Advisory firm - (6/17/2021 Terminated)Ohio
Registered Investment Advisory firm - (4/1/2021 Terminated)Texas
Registered Investment Advisory firm - (3/31/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2650 W. Market St. 2nd Floor, Akron, OH 44333
Mailing Address
Phone number
(330) 864-9516
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,573 |
| AUM (Assets Under Management) | $ 2,063,780,313 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REVISOR WEALTH MANAGEMENT LLC
CRD#: 169814Akron, OH 44333TRUST BUT VERIFY
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