RIA Intel›Advisers›Michigan›THOMAS JONES FINANCIAL LLC

THOMAS JONES FINANCIAL LLC

Advisory

ST. CLAIR SHORES, MI

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in MI

#492

of 521 advisers by AUM

Average account

$566K

across 99 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$0

Non-Discretionary AUM$56M

Discretionary %0%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

100 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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