David Stuart Jones
Investment Adviser Representative at EPG WEALTH MANAGEMENT LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Advisor Managed: $0-$500,000 | 1.50% |
| Advisor Managed: $500,001-$2,500,000 | 1.25% |
| Advisor Managed: $2,500,001-$4,000,000 | 1.00% |
| Advisor Managed: $4,000,001+ | 0.75% |
| Third Party Manager: Up to $1,000,000 | 1.25% |
| Third Party Manager: $1,000,000+ | 1.00% |
| ERISA 3(38) Brinker: Up to $2,500,000 | 1.35% |
| ERISA 3(38) Brinker: $2,500,001-$5,000,000 | 1.15% |
| ERISA 3(38) Brinker: $5,000,001-$7,000,000 | 0.95% |
| ERISA 3(38) Brinker: Over $7,000,000 | 0.75% |
Firm-stated minimum; may be waived at the firm's discretion.
EPG Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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