Jerry C. Jones

IRC WEALTH

Atlanta, GA 30305

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CRD#: 6634958

Professional summary

Jerry Christopher Jones, CFP® is a registered financial advisor currently at IRC WEALTH located in Atlanta, Georgia.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jerry has worked at 5 firms and has passed the Series 63, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Christopher 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

July 23, 2025 - Present

IRC WEALTH

Office #1: 3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305

RIA

CRD#: 132022

Atlanta, GA

Past

April 15, 2025 - June 20, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ALBANY, NY

Past

February 5, 2024 - June 18, 2025

ONEPOINT BFG WEALTH PARTNERS

RIA

CRD#: 318366

Atlanta, GA

Past

November 13, 2023 - April 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

ATLANTA, GA

Past

April 5, 2018 - November 14, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ATLANTA, GA

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".

IRC WEALTH

INVESTORS RESEARCH CORPORATION | IRC WEALTH

CRD#: 132022 / SEC#: 801-64349

RIA

Registered Investment Advisory firm - (1/23/2006 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

Georgia
(7/23/2025)

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

Series 63

Date: 5/4/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2018

General Securities Representative Examination

Current Firm

IRC WEALTH

INVESTORS RESEARCH CORPORATION | IRC WEALTH

CRD#: 132022 / SEC#: 801-64349

RIA

Registered Investment Advisory firm - (1/23/2006 Approved)

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Contact information

Main Address

3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305

Mailing Address

Phone number

(404) 968-9348

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTORS RESEARCH CORPORATION COMPLETE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	1,012
AUM (Assets Under Management)	$ 578,150,873

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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Jerry C. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Christopher Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

ONEPOINT BFG WEALTH PARTNERS

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

IRC WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 5/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2018

Current Firm

IRC WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRC WEALTH

TRUST BUT VERIFY

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