Da-zha R. Jones
Professional summary
Da-zha Richea Jones, CFP®, who also goes by Da-zha R Jones, is a registered financial advisor currently at CAPITALWIZE, LLC located in Atlanta, Georgia.
Da-zha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Da-zha has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Da-zha Richea Jones's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
September 15, 2021 - Present
CAPITALWIZE, LLC
Office #1: 1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309August 7, 2015 - July 16, 2021
VANGUARD ADVISERS, INC.
July 22, 2013 - July 16, 2021
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2021)
Exams
Current Firm
CAPITALWIZE, LLC
CRD#: 288124 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 1,391,897 |
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.
