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Larry Collin Jones

Investment adviser representative at Oneascent Family Offices
11 yearsExperience
1 stateRegistered in
$544.5MFirm assets
3 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

Experience

11 years in the industry.

  1. Oneascent Family OfficesOct 2024 to now
  2. Oneascent Family Office, LLCAug 2024 to now
  3. Pushplay Holdings, LimitedJan 2017 to now
  4. Corepoint HealthJan 2015 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CO).

Oneascent Family Offices

Legal name: Oneascent Family Office LLC

$544.5MAssets managed
78Clients
9Advisers
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
7974535
Firm CRD
323305
Advisor's SEC record (opens in a new tab)
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