Kimberly Chu Jones
Investment adviser representative at Astravia Family Wealth Office LLC
19 yearsExperience
3 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Astravia Family Wealth Office LLCSep 2026 to now
- Wells Fargo Clearing Services, LLCOct 2023 to Sep 2026
- Wells Fargo BankSep 2021 to Oct 2023
- HomemakerApr 2007 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, KY).
Astravia Family Wealth Office LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2565969
- Firm CRD
- 342263