Johnny Devere Jones
Investment adviser representative at Atlatl Advisers
11 yearsExperience
2 statesRegistered in
$392.7MFirm assets
2 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Atlatl AdvisersDec 2025 to now
- Charles Schwab Investment Adviory, Inc.Jan 2021 to Dec 2021
- Charles Schwab Trust BankJan 2019 to Sep 2025
- Charles Schwab & Co., Inc.Jun 2018 to Sep 2025
- Charles Schwab BankJun 2018 to Jan 2019
- Foreside Fund Services, LLCFeb 2017 to Jun 2018
- Wisdomtree Asset Management, Inc.Jan 2017 to Jun 2018
- Schroder Investment Management North America Inc.Jun 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Atlatl Advisers
Legal name: Atlatl Advisers LLC
$392.7MAssets managed
274Clients
7Advisers
2 yearsIn 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
- 4687181
- Firm CRD
- 284036