CRD: 124114
Thomas Jones Financial LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-2001
- Office Locations
- 1
Office Locations
About Thomas Jones Financial LLC
Thomas Jones Financial is an independent, fee-only Michigan RIA providing fiduciary investment management plus estate planning/administration, retirement planning, and tax planning and preparation. Led by attorney and CFP® professional Thomas Jones (J.D., CFP®), the practice focuses on long-term, office-based personalized advice and commonly implements portfolios using ETFs and fixed income, with Schwab as a primary custodian.
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Owner & Executives
THOMAS CHARLES JONES
Financial Advisor, President
- CRD
- #2847203
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $56,000,000 | -- |
| Total | $56,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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