Skip to content

Anderson Jones

Chief Executive Officer and Director at Facet Wealth

Firm officerUpdated

Anderson Jones has been Chief Executive Officer and Director of Facet Wealth, Inc, a West Palm Beach, FL investment adviser managing $7.6B, since November 2016.

9
Years in role
$7.6B
Firm AUM
14,741
Firm clients
77
Firm advisers

From Form ADV filed 31 July 2026Form ADV

Career

Anderson Jones is a control person of Facet Wealth and directly owns between 5% and 10% of it.

Facet Wealth is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $7.6 billion, as filed on 31 July 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
6727202
Firm
Facet Wealth · CRD 285961
Role
Chief Executive Officer and Director
In role since
November 2016 · 9 years
Control person
Yes
Direct ownership
5% to 10%
Firm headquarters
West Palm Beach, FL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Anderson Jones work?

Anderson Jones has been Chief Executive Officer and Director of Facet Wealth, Inc since November 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

How can I verify Anderson Jones’ record?

Anderson Jones’ role is listed on Facet Wealth, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285961.

Source: Form ADV, Schedule A, filed 31 July 2026

Leadership at Facet Wealth

Sources

  1. IAPD individual lookup, CRD 6727202, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Facet Wealth, Inc, filed 31 July 2026. Title, control and ownership bands.