Laurel Jones
Cedar Wealth Management · San Francisco, California
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.
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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 | $417.2M across 132 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8133684 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cedarwealthmgmt.com |
How Laurel's firm compares
- Cedar Wealth Management's average account is about $3.2 million, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Laurel
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.
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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