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Jared Alexander Jones

Omega Wealth Management LLC

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About Jared Alexander Jones

Jared Alexander Jones is a Certified Financial Planner® who has been in the industry since June 2015. Jared is registered with Omega Wealth Management LLC in both Texas and Virginia. Jared helps individuals and high-net-worth individuals with their financial planning needs. Jared provides educational seminars and financial planning services. He has a diverse client base and manages assets in both a discretionary and non-discretionary manner.

Firm Information

Jared Jones is currently registered with Omega Wealth Management LLC. Omega Wealth Management LLC is an investment advisory firm based in Arlington, VA. The firm provides financial planning, portfolio management for individuals, and educational seminars. The firm manages approximately $253 million in assets for 642 clients, including high-net-worth individuals and individuals other than high-net-worth.
Omega Wealth Management LLC

4501 N FAIRFAX DRIVE

ARLINGTON, VA 22203

$253.34M

Assets Under Management

8

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Jones’s Registration & Firm History

VA

05/17/2017 - Present

Omega Wealth Management LLC (ARLINGTON VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Alexander Jones.
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