DC
David Chadwick Jones
CRD 6710729
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Trail Ridge Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Trail Ridge Investment Advisors, Llc
Chief Planning Officer · GP / trustee / elected manager · Mar 2024
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Trail Ridge Investment Advisors, Llc
Chief Planning Officer · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗