Overview
Assets Under Management: $197 million
Headquarters: JACKSONVILLE, OR
High-Net-Worth Clients: 2
Average Client Assets: $64 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.04
Average High-Net-Worth Client Assets: $64 million
Total Client Accounts: 1,355
Discretionary Accounts: 1,317
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 152930
Filing ID: 1951122
Last Filing Date: 2025-03-11 14:43:00
Website: https://jones-associates.net