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JONES & MALHOTRA

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2-1 YoYRank #4260 of mapped providers
Assets under administration$46M0.0%Market share · rank #8363
Fees received$21,481Median $10,741/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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