RIA Intel›Advisers›Washington›VICTOR JONES CPA, P.C.

VICTOR JONES CPA, P.C.

Advisory

SEATTLE, WA

Data as of May 27, 2026 · Source: SEC Form ADV

Average account

$229K

across 17 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed May 27, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, WA

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

17 clients

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

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Advisers of similar size in WA

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

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SAR GROUP LLC

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FINANCIAL TREX, LLC

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CRUZ WEALTH MANAGEMENT, LLC

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