V
$50.1M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2012
- Office Locations
- 1
Office Locations
1772 E Boston ST, Suite 103 Gilbert AZ
About VM Jones Financial Consulting, L.l.c.
VM Jones Financial Consulting, L.l.c. is a Gilbert-based RIA. The firm has been operating for 14 years. Managing $50.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$50.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
V
VEARLE MARTINEAU JONES
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2839109
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,110,728 | $328,394 |
| Non-Discretionary | $0 | $37,955 |
| Total | $50,110,728 | $253,584 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
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Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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