Jerry Christopher Jones
Investment adviser representative at Irc Wealth
9 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$666.7MFirm assets
Are you Jerry Christopher Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
9 years in the industry.
- Irc WealthJul 2025 to now
- Purshe Kaplan Sterling InvApr 2025 to Jun 2025
- Bleakley Financial GroupNov 2023 to Jun 2025
- LPL FinancialNov 2023 to Apr 2025
- Northwestern Mutual Investment Services LLCFeb 2018 to Nov 2023
- Daniel LoventhalFeb 2017 to Nov 2023
- William LoventhalFeb 2017 to Nov 2023
- UnemployedFeb 2017 to Feb 2017
- Northwestern Mutual Life Insurance CompanyMay 2016 to Feb 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Irc Wealth
Legal name: Investors Research Corporation
$666.7MAssets managed
373Clients
7Advisers
20 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
- 6634958
- Firm CRD
- 132022