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Phillip Al Jones

Chief Compliance Officer & SecretaryCavu Wealth Management Inc.CRD 4788541

About Phillip Al Jones

Phillip Al Jones is listed as Chief Compliance Officer & Secretary at Cavu Wealth Management Inc. in Lakeside, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Cavu Wealth Management Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Phillip Al Jones work?

Phillip Al Jones is listed as Chief Compliance Officer & Secretary at Cavu Wealth Management Inc. on SEC Form ADV.

How much of Cavu Wealth Management Inc. does Phillip Al Jones own?

Form ADV reports a beneficial ownership band of 25-50%.

Cavu Wealth Management Inc.

TitleChief Compliance Officer & Secretary
Ownership25-50%
Control personYes
Since2018