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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-26-2012
- Office Locations
- 7
Office Locations
About MDX Wealth Management
MDX Wealth Management is a Texas-based advisory firm providing investment management and retirement-focused financial planning. The team supports portfolio construction and ongoing advice, including tax and estate planning coordination and insurance considerations. It serves retail and institutional relationships, with client assets custodied at Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES DAVID JONES
Chief Executive Officer
- CRD
- #5894020
- Ownership
- 75% or more
NICOLE JOHNSON PACHAR
Chief Compliance Officer
- CRD
- #5551367
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARIA DEMBSKI
Investment Advisor, President
- CRD
- #3023270
TIMOTHY CHARLES HOBBS
--
- CRD
- #2531874
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,439,264 | -- |
| Non-Discretionary | $32,908,957 | -- |
| Total | $70,348,221 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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