Phillip Al Jones
Investment adviser representative at Cavu Wealth Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$208.8MFirm assets
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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
17 years in the industry.
- Cavu Wealth ManagementJan 2019 to now
- Independent Financial Group CNov 2013 to now
- Capital Financial Consultants Group Inc.Sep 2009 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cavu Wealth Management
Legal name: Cavu Wealth Management Inc.
$208.8MAssets managed
378Clients
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
- 4788541
- Firm CRD
- 299089