Tyler P. Jones

RAI WEALTH

NAPERVILLE, IL 60563

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CRD#: 6677737

Professional summary

Tyler Paul Jones, who also goes by Tyler Jones, is a registered financial advisor currently at RAI WEALTH located in Naperville, Illinois.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tyler has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler 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 Tyler Paul 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®

None

Experience

Current

August 8, 2023 - Present

RAI WEALTH

Office #1: 1700 Park Street, Suite 106, Naperville, IL 60563

RIA

CRD#: 324695

NAPERVILLE, 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".

RAI WEALTH

BROWN WEALTH MANAGEMENT, LLC | RAI WEALTH

CRD#: 324695 / SEC#: 801-127594

RIA

Registered Investment Advisory firm - (4/5/2023 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

Illinois
(8/8/2023)

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

General Industry/Product Exam

SIE

Date: 6/3/2020

Securities Industry Essentials Examination

Current Firm

RAI WEALTH

BROWN WEALTH MANAGEMENT, LLC | RAI WEALTH

CRD#: 324695 / SEC#: 801-127594

RIA

Registered Investment Advisory firm - (4/5/2023 Approved)

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Contact information

Main Address

1700 Park Street, Suite 106, Naperville, IL 60563

Mailing Address

Phone number

(630) 733-8434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/2/2025)

Regulatory assets under management

Total Number of Accounts	1,097
AUM (Assets Under Management)	$ 408,633,850

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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Tyler P. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Paul Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAI WEALTH

Primary Firm SEC Registration

RAI WEALTH

State Registrations and Notice Filings

Exams

SIE

Date: 6/3/2020

Current Firm

RAI WEALTH

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RAI WEALTH

TRUST BUT VERIFY

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