David Michael Jones
Investment adviser representative at Flatrock Wealth Partners LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$417.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Flatrock Wealth Partners LLCSep 2026 to now
- Yosemite Capital Management LLCJun 2012 to Sep 2026
- Securities Equity GroupJul 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Flatrock Wealth Partners LLC
$417.6MAssets managed
73Clients
3Advisers
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
- 4997770
- Firm CRD
- 321777