Jason
Jones

Townsquare Capital, LLC

CRD#3108330
Investment Advisor
in Provo, UT

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About this Advisor

Jason Jones is a certified financial planner working in Provo, Utah with 5 years of industry experience. Jones currently works for Townsquare Capital, LLC. Throughout their career, Jones has worked at Symetra Investment Services, Inc, Allegis Investment Advisers, LLC Fka Bowen Group Advisors LLC, Allegis Investment Services, LLC, Townsquare Capital, LLC and Dfpg Investments, Inc. Jones has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Utah. Townsquare Capital, LLC is an advisory company based out of Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 employees. It manages $6 billion in assets under management across its 28,608 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 60 charities and foundations. Of its 28,608 customer accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees vary depending on which services are offered. However, fees charged by Townsquare Capital, LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5314 River Run Drive Suite 210
Provo, UT 84604

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

UT Average: $693,624,108
Total Number of Employees

89

UT Average: 12
Total Number of Accounts

28,608

UT Average: 1,115
Average Account Size

$218,275

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Jones Work History

Jason has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Dfpg Investments, Inc

2018 - Present (6 years)

Townsquare Capital, LLC

2014 - 2019 (5 years)

Allegis Investment Services, LLC

2012 - 2018 (6 years)

Allegis Investment Advisers, LLC Fka Bowen Group Advisors LLC

2010 - 2014 (4 years)

Symetra Investment Services, Inc

*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 Jason 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 Townsquare Capital, LLC

Adam Graves
Aurora, CO
Catherine White
Lehi, UT
Clark Kemsley
Cedar Park, TX
Staci Compagno
Provo, UT
Tyson Walker
Provo, UT
Trenton Laporte
Idaho Falls, ID
Adam Mckell
Provo, UT
Monica Sonnier
Provo, UT

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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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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