Tyler Paul Jones
Investment adviser representative at Rai Wealth
12 yearsExperience
1 stateRegistered in
CFADesignation
$530.8MFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Rai WealthApr 2023 to now
- First Trust PortfoliosJan 2018 to Apr 2023
- Wheaton CollegeAug 2014 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rai Wealth
Legal name: Brown Wealth Management, LLC
$530.8MAssets managed
450Clients
6Advisers
3 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
- 6677737
- Firm CRD
- 324695