Investor Advisory Group, Llc
- Regulatory AUM
- $172M
- Discretionary
- $0
- Clients
- 184
- Avg AUM / client
- $935K
- Accounts
- 442
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $39.5M | 23.0% |
| High net worth individuals | 54 | $131M | 76.1% |
| Pension and profit sharing plans | 1 | $1.7M | 0.97% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Keith Jackson | Manager | Jul 2011 (15y) | ≈ 37.5% – 75% via Aspirational Investments, Llc | |
| Jackson, Julie, Frazer | Owner | Jul 2012 (14y) | GP / trustee / elected manager of Aspirational Investments, Llc (indirect) | |
| Robert Joel Jones | Owner | Dec 2015 (11y) | ≈ 37.5% – 75% via Jones & Company Wealth Advisors, Llc | |
| Mark T. Conrad | Registered representative | Aug 2020 (6y) | ||
| Michael Frazer Jackson | Registered representative | Sep 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aspirational Investments, Llc | Owner | Jul 2015 | A | 50% – 75% |
| Jones & Company Wealth Advisors, Llc | Owner | Jan 2018 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Edward Keith Jackson: 75% – 100% of Aspirational Investments, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Robert Joel Jones: 75% – 100% of Jones & Company Wealth Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $169M (98% of AUM) Mar 2026
- Tiaa Cref Individual & Institutional Services, Llc $2.6M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗