Amy C. Jones

CLARUS WEALTH ADVISORS

Peoria, AZ 85381

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CRD#: 7793521

Professional summary

Amy Caroline Jones, who also goes by Amy C Jones, is a registered financial advisor currently at CLARUS WEALTH ADVISORS, LLC located in Peoria, Arizona and PRIVATE CLIENT SERVICES, LLC located in Peoria, Arizona.

Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Amy has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy C 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 Amy Caroline 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

January 29, 2026 - Present

CLARUS WEALTH ADVISORS, LLC

Office #1: 9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381

RIA

CRD#: 281160

Peoria, AZ

Current

November 3, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381

RIA

CRD#: 120222

Peoria, AZ

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".

CLARUS WEALTH ADVISORS, LLC

CRD#: 281160 / SEC#: 801-110156

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

Arizona

Registered Investment Advisory firm - (3/23/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(1/29/2026)

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: 12/12/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/3/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/22/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CLARUS WEALTH ADVISORS, LLC

CRD#: 281160 / SEC#: 801-110156

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

Arizona

Registered Investment Advisory firm - (3/23/2017 Terminated)

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Contact information

Main Address

9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381

Mailing Address

Phone number

(623) 583-6840

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 PART 2B (3/2/2026)

Regulatory assets under management

Total Number of Accounts	953
AUM (Assets Under Management)	$ 305,202,024

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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Amy C. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Caroline Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARUS WEALTH ADVISORS, LLC

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

CLARUS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2025

Series 7TO

Date: 11/3/2025

SIE

Date: 8/22/2023

FINRA

Current Firm

CLARUS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARUS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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