Tyler
Jones
Evoke Advisors
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About this Advisor
Tyler Jones is a financial advisor operating in Los Angeles, California with a total of 2 years of industry experience. Jones is on the advisory team at Evoke Advisors. Throughout their career, they have worked at Ladera Ranch Middle School, St. Margaret'S Episcopal School, Ucla, Ucla Undergraduate Admission, L Squared Capital Partners, LLC and Evoke Advisors. Jones maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Evoke Advisors is a financial advisory business operating out of Los Angeles, CA. The firm has offices in two locations and a total of 46 people on staff. It has $10 billion in assets across its 8,511 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 8,511 client accounts, 88% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Evoke Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely are based on the services offered. However, fee types billed by Evoke Advisors most likely are comprised of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$10,205,202,435
46
8,511
$1,199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tyler Jones Work History
Tyler has been registered as a financial advisor for 2 years.*
Evoke Advisors
Ucla Undergraduate Admission
L Squared Capital Partners, LLC
Ucla
St. Margaret'S Episcopal School
Ladera Ranch Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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