Johnny Jones
Atlatl Advisers · Chicago, Illinois
Johnny Jones is a fee-only financial advisor at Atlatl Advisers in Chicago, Illinois. Johnny focuses on retirement planning, estate & legacy planning and tax planning. Atlatl Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Atlatl Advisers |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $392.7M across 1,124 accounts |
| SEC registration | Investment adviser representative in IL, WI · CRD 4687181 |
| Exams passed | Series 63 (2006) · Series 65 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | atlatladvisers.com |
Request an introduction to Johnny
Tell Johnny a little about what you're looking for. Johnny isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Johnny
Is Johnny Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Johnny holds no broker registration, and Atlatl Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Johnny charge for financial advice?
Johnny's firm, Atlatl Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Johnny Jones based?
Johnny Jones is based in Chicago, Illinois.
What does Johnny specialize in?
Johnny's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Johnny works with ultra high net worth, multi-generational families and founders.
Is Johnny Jones registered with the SEC?
Yes. Johnny Jones is registered as an investment adviser representative in IL and WI (CRD 4687181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlatl Advisers manage?
Atlatl Advisers reports $392.7M across 1,124 accounts in assets under management.
How do I contact Johnny Jones?
Through Johnny's website, atlatladvisers.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
- Atlatl Advisers website : specialties, clients served, and fees, checked October 30, 2026
- 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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