Amy Caroline Jones
Investment adviser representative at Clarus Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$305.2MFirm assets
9 yearsFirm in business
Are you Amy Caroline 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Clarus Wealth Advisors, LLCJan 2026 to now
- Private Client ServicesOct 2023 to now
- Clarus Wealth Advisors dba Nexus Tax SolutionsJun 2023 to now
- HomemakerAug 2022 to Jun 2023
- 3 Phase Elevator CompanyApr 2022 to Aug 2022
- Otis Elevator CompanyJul 2017 to Apr 2022
- Parallax Enterpreises, LLCJun 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Clarus Wealth Advisors, LLC
$305.2MAssets managed
503Clients
12Advisers
9 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
- 7793521
- Firm CRD
- 281160