Derek Allan Jones
Investment adviser representative at The Institute
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
19 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
- Seminars and workshops
Experience
12 years in the industry.
- The InstituteMay 2019 to now
- Institute for Wealth Management LLCApr 2019 to now
- Institute for Wealth Advisors, Inc.Jan 2017 to Apr 2019
- Sowell Financial Services, Inc.Sep 2016 to Jan 2017
- Concert Wealth Management, Inc.Sep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Institute
Legal name: Institute for Wealth Management LLC
$1.4BAssets managed
817Clients
13Advisers
19 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
- 5289800
- Firm CRD
- 127207