L.J. Jones
Developing Financial · Pacifica, California
L.J. Jones is a fee-only financial advisor at Developing Financial in Pacifica, California, who holds the CFP and CPA credentials. Developing Financial reports charging fixed fees on its Form ADV.
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Facts
| Firm | Developing Financial |
|---|---|
| Based in | Pacifica, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $1.8M across 51 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 7230796 |
| Exams passed | Series 65 (2019) · Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How L.J.'s firm compares
- Developing Financial's average account is about $35,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about L.J.
Is L.J. Jones a fee-only financial advisor?
Yes. L.J. Jones is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by L.J.'s firm.
How does L.J. charge for financial advice?
L.J.'s firm, Developing Financial, reports charging fixed fees on its SEC Form ADV.
Where is L.J. Jones based?
L.J. Jones is based in Pacifica, California.
What credentials does L.J. Jones hold?
L.J. Jones holds the CFP and CPA credentials.
Is L.J. Jones registered with the SEC?
Yes. L.J. Jones is registered as an investment adviser representative in CA, NY and TX (CRD 7230796), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Developing Financial manage?
Developing Financial reports $1.8M across 51 accounts in assets under management.
How do I contact L.J. Jones?
Contact details aren't on file yet. Search for Developing Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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