Audrey B. Jones

PODER WEALTH ADVISORS

BETHESDA, MD 20814

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CRD#: 7644367

Professional summary

Audrey Brooke Jones, who also goes by Audrey Brooke Kernodle, is a registered financial advisor currently at PODER WEALTH ADVISORS located in Bethesda, Maryland.

Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Audrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Audrey Brooke Kernodle

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 Audrey Brooke 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®

None

Experience

Current

December 16, 2025 - Present

PODER WEALTH ADVISORS

Office #1: 4933 Auburn Ave Ste 2, Bethesda, MD 20814

RIA

CRD#: 332301

BETHESDA, MD

Past

June 29, 2023 - September 11, 2025

CWM, LLC

RIA

CRD#: 155344

Reno, NV

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
(12/17/2025)

IAR

Maryland
(12/17/2025)

IAR

Texas
(12/16/2025)

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

IAR

Series 65

Date: 11/29/2022

Uniform Investment Adviser Law Examination

Current Firm

PODER WEALTH ADVISORS

PODER WEALTH ADVISORS | PODER WEALTH ADVISORS LLC

CRD#: 332301 / SEC#:

California

Registered Investment Advisory firm - (3/10/2025 Approved)

Maryland

Registered Investment Advisory firm - (8/22/2024 Approved)

Texas

Registered Investment Advisory firm - (3/20/2025 Conditional Restricted)

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Contact information

Main Address

4933 Auburn Ave Ste 2, Bethesda, MD 20814

Mailing Address

Phone number

(631) 579-6407

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 4,470,575

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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Audrey B. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Brooke Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

PODER WEALTH ADVISORS

CWM, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2022

Current Firm

PODER WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PODER WEALTH ADVISORS

TRUST BUT VERIFY

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