Jerry Jones
IRC Wealth · Atlanta, Georgia
Jerry Jones is a fee-only financial advisor at IRC Wealth in Atlanta, Georgia, who holds the CFP and ChFC credentials. IRC Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IRC Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $666.7M across 1,076 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA · CRD 6634958 |
| Exams passed | Series 63 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.ircwealth.com |
How Jerry's firm compares
- IRC Wealth's average account is about $620,000, from its Form ADV (assets managed divided by 1,076 accounts).
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Questions about Jerry
Is Jerry Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and IRC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, IRC Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerry Jones based?
Jerry Jones is based in Atlanta, Georgia.
What credentials does Jerry Jones hold?
Jerry Jones holds the CFP and ChFC credentials.
Is Jerry Jones registered with the SEC?
Yes. Jerry Jones is registered as an investment adviser representative in GA (CRD 6634958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRC Wealth manage?
IRC Wealth reports $666.7M across 1,076 accounts in assets under management.
How do I contact Jerry Jones?
Through Jerry's website, www.ircwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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