John D. Jones

PRECISION WEALTH STRATEGIES

Georgetown, TX

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CRD#: 6028062

Professional summary

John Douglas Jones, CFP®, who also goes by Doug Jones, Douglas J Jones, is a registered financial advisor currently at PRECISION WEALTH STRATEGIES, LLC located in Georgetown, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Jones | Douglas J Jones

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Douglas Jones's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

March 15, 2019 - Present

PRECISION WEALTH STRATEGIES, LLC

RIA

CRD#: 299827

Georgetown, TX

Past

January 11, 2016 - January 4, 2019

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

CHESTERFIELD, MO

Past

December 14, 2015 - January 4, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

SAINT LOUIS, MO

Past

January 4, 2013 - September 28, 2015

OSAIC WEALTH, INC.

RIA

CRD#: 23131

EAST ALTON, IL

Past

January 4, 2013 - September 28, 2015

OSAIC WEALTH, INC.

CRD#: 23131

EAST ALTON, IL

Past

March 2, 2012 - December 31, 2012

MWA FINANCIAL SERVICES INC.

CRD#: 112630

EDWARDSVILLE, IL

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".

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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

Missouri
(3/15/2019)

IAR

Texas
(1/23/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/23/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2012

General Securities Representative Examination

Current Firm

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

4622 Macklind Ave, St. Louis, MO 63109

Mailing Address

Phone number

(314) 994-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWS PART 2A WRAP BROCHURE (3/9/2026)

PWS PART 2A BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts	1,697
AUM (Assets Under Management)	$ 711,032,584

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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Advisor Monitoring

Firm Stability Insights

John D. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Douglas Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRECISION WEALTH STRATEGIES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

PRECISION WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2012

Current Firm

PRECISION WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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