# Laurel Jones

> Laurel Jones is a fee-only financial advisor at Cedar Wealth Management in San Francisco, California. Cedar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/laurel-jones/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cedar Wealth Management
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $417.2M across 132 accounts
- **CRD:** 8133684 (https://adviserinfo.sec.gov/individual/summary/8133684)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.cedarwealthmgmt.com

## Frequently asked questions

### Is Laurel Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Laurel holds no broker registration, and Cedar Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Laurel charge for financial advice?

Laurel's firm, Cedar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Laurel Jones based?

Laurel Jones is based in San Francisco, California.

### Is Laurel Jones registered with the SEC?

Yes. Laurel Jones is registered as an investment adviser representative in CA (CRD 8133684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cedar Wealth Management manage?

Cedar Wealth Management reports $417.2M across 132 accounts in assets under management.

### How do I contact Laurel Jones?

Through Laurel's website, www.cedarwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8133684): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.