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Current Employers
Cedar Wealth Management

La Jolla, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-06
  • CA RA
    APPROVED
    Since 2025-10-06

Branch Locations

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cedar Wealth Management Llc San Francisco CA 01/2020 Present
Rose Mansion New York NY 06/2019 09/2019
Westville New York NY 03/2016 05/2019
Sabbatical New York NY 09/2019 12/2019
  • 01/2020 → Present
    Cedar Wealth Management Llc
    San Francisco, CA
  • 06/2019 → 09/2019
    Rose Mansion
    New York, NY
  • 03/2016 → 05/2019
    Westville
    New York, NY
  • 09/2019 → 12/2019
    Sabbatical
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-04
  • S65 Uniform Investment Adviser Law Examination
    2025-10-04
Other Names
  • Laurel Phoebe Jones

View on SEC IAPD

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