Spencer Alan Jones
Investment Adviser Representative at ATWOOD & PALMER, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Spencer Alan Jones has worked in the securities industry since 2001. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Missouri.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Taxable $0-$2M | 1.00% |
| Taxable $2-$5M | 0.75% |
| Taxable $5-$10M | 0.55% |
| Tax Exempt $0-$2M | 0.75% |
| Tax Exempt $2-$5M | 0.60% |
| Tax Exempt $5-$10M | 0.35% |
| Donor Advised Funds | 0.45% |
Firm-stated minimum; may be waived at the firm's discretion.
Atwood & Palmer, Inc. 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 May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spencer Alan 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.
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