VICTOR JONES CPA, PC

Overview

Victor Jones Cpa, Pc is a small, independently owned registered investment adviser that serves individual and family clients. The firm combines tax and accounting capabilities with advisory work: its listed business activities include accounting, insurance and real estate brokerage, and Commodity Pool/Trading Advisor activity. Advising services cover financial planning, portfolio management for both individuals/small businesses and institutional/business clients, pension consulting, and educational workshops. Compensation is a mix of asset-based fees, hourly billing, and fixed fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives