Connor
Jones

Wealth Science Advisors LLC

CRD#7010646
Investment Advisor
in Alpharetta, GA

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About this Advisor

Connor Jones is a financial advisor based in Alpharetta, Georgia, working with Wealth Science Advisors LLC. Connor has previously held positions at Jim Exley, New York Yankees, Student, James Exley, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Co, and Wealth Science Advisors LLC. Connor has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Connor is part of Wealth Science Advisors LLC, which operates out of Alpharetta, Georgia. The firm has 7 offices and 7 employees. The firm manages assets totaling $368.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wealth Science Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Roswell Street Suite 210
Alpharetta, GA 30009

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Wealth Science Advisors LLC Brokerage Details

Total Assets Under Management

$368,892,811

GA Average: $3,570,121,308
Total Number of Employees

7

GA Average: 58
Total Number of Accounts

974

GA Average: 1,608
Average Account Size

$378,740

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Connor Jones Work History

2022 - Present (3 years)

Wealth Science Advisors LLC

2019 - 2019 (< 1 year)

Student

2019 - 2022 (3 years)

James Exley

2019 - 2022 (3 years)

Northwestern Mutual Investment Services LLC

2019 - 2022 (3 years)

Northwestern Mutual Wealth Management Co

2018 - 2018 (< 1 year)

Jim Exley

2016 - 2019 (3 years)

New York Yankees

2007 - 2016 (9 years)

Student

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Disclosures

Please visit the SEC profile of Connor 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 Wealth Science Advisors LLC

Sarah Pryor
Alpharetta, GA
Taylor Malone
Alpharetta, GA
Rhett Exley
Alpharetta, GA
Elizabeth Hamilton-Walker
Alpharetta, GA
Connor Jones
Alpharetta, GA
Melanie Kohler
Alpharetta, GA
James Exley
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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