J
$5.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2007
- Office Locations
- 1
Office Locations
-- -- --
About Jones & CO Wealth Management, INC
Jones & CO Wealth Management, INC is a Murphy-based RIA. The firm has been operating for 19 years. Managing $5.4M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Investment Themes
Glacier
Services
Capital pathway
Owner & Executives
D
DEBRA H JONES
Owner
- CRD
- #4666142
- Ownership
- 75% or more
(478) 985-9720
element.element@optimacapital.com
in linkedin.com/in/oak-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,422,828 | -- |
| Total | $5,422,828 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,422,828
Equity - Exchange:
26.4% Corporate - Investment Grade:
73.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,849,097,352 | 26.4% |
| Corporate - Investment Grade | $5,155,059,284 | 73.6% |
| Total | $7,004,156,636 | 100.0% |