Tyler Jones has been an investment adviser representative at Brown Wealth Management since August 2023, and is not listed among the firm’s executive officers or direct owners. Tyler Jones studied at Wheaton College (degrees in Economics and Mathematics).
Brown Wealth Management, LLC is a Naperville, IL firm with $531M under management, 450 clients and 6 advisers in one office, as of its March 2026 filing.
Tyler Jones is Chief Investment Officer of RAI Wealth, the firm's first in that role. He previously performed equity analysis at one of the largest global asset managers. He oversees security selection, trading, investment management and market analysis for the firm's client assets.
Professional designations
Listed by Brown Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Tyler Jones is registered as an investment adviser representative in Illinois, since August 2023.
- IllinoisSince 8 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 3 June 2020 |
- Name
- Securities Industry Essentials Examination
- Full name
- Tyler Paul Jones
- CRD
- 6677737
- Firm
- Brown Wealth Management · CRD 324695
- Office
- 1700 PARK STREET, SUITE 106, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- raiwealth.com
Where does Tyler Jones work?
Tyler Jones is an investment adviser representative registered through Brown Wealth Management, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Jones a financial advisor?
Yes. Tyler Jones has a current investment-adviser registration in Illinois, through Brown Wealth Management since August 2023.
How many years of experience does Tyler Jones have?
Tyler Jones has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Tyler Jones passed?
Tyler Jones passed the SIE in June 2020.
Where is Tyler Jones based?
Tyler Jones’ registered office is in Naperville, IL.
Is Tyler Jones registered with FINRA?
No. Tyler Jones has no current broker registration.
Is Tyler Jones a CFA charterholder?
Brown Wealth Management lists Tyler Jones with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Tyler Jones’ record?
Search CRD 6677737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Jones’ full registration record.