Ryan Jones
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
9 yearsExperience
1 stateRegistered in
$14.4BFirm assets
26 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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJul 2022 to now
- Altru Health SystemsMar 2022 to Aug 2022
- University of North DakotaAug 2018 to May 2022
- University of North Dakota-wellness CenterAug 2018 to Dec 2020
- Menards, Inc.May 2018 to Aug 2018
- Bluewater Shoreline Services IncMay 2017 to Aug 2017
- Keith's PizzaApr 2016 to Aug 2018
- Bemidji School DistrictApr 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 7600844
- Firm CRD
- 38357