David James Jones
Investment adviser representative at Yousif Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$14.7BFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Yousif Capital Management, LLCApr 2021 to now
- Ls Investment Advisors, LLCJun 2014 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Yousif Capital Management, LLC
$14.7BAssets managed
444Clients
8Advisers
5 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
- 5785526
- Firm CRD
- 312511