AdFi
JR

Jared Riley Jones

Investment Adviser Representative at Wealthfront Advisers LLC

Morgan Hill, CACRD #7963829Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jared Riley Jones is an investment adviser representative with Wealthfront Advisers LLC in Morgan Hill, CA, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/10/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 5/16/2024
Series 7
General Securities Representative Examination
Passed 9/11/2024
SIE
Securities Industry Essentials Examination
Passed 3/6/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealthfront Advisers LLCCurrent
10/16/2024 – Morgan Hill, CA
Wealthfront Brokerage LLCCurrent
9/11/2024 – Morgan Hill, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wealthfront Brokerage LLC
    Jul 2024 – no end date reportedPalo Alto, CA
  2. Unemployed
    Dec 2023 – Jul 2024Morgan Hill, CA
  3. Everlaw Inc
    Sep 2022 – Dec 2023Oakland, CA
  4. The Aaron's Company Inc
    Aug 2021 – Sep 2022Tempe, CA
  5. Neon Logistics
    May 2021 – May 2022Scottsdale, AZ
  6. Arizona State University
    Jan 2019 – May 2022Tempe, AZ
  7. Armark Uniform SVC
    Dec 2016 – Dec 2018San Jose, CA
  8. Ann Sobrato High School
    Aug 2014 – Jun 2018Morgan Hill, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealthfront Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm account minimum
$500
Estimated blended rate
0.0025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
1
Main office:
Palo Alto, CA
SEC file number:
801-69766

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 23, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Riley Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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