JR Mesenburg and Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and customized portfolio construction for individuals, corporations, pension and profit-sharing plans, trusts, and religious and charitable institutions, using a range of instruments including equities, fixed income, municipal securities, certificates of deposit, and investment company securities. It charges asset-based management fees and administers accounts on a discretionary basis.
Portfolios are tailored to each client’s stated goals, income needs, liquidity, tax considerations, time horizon, and risk tolerance, with regular reviews and recommendations for retirement and financial planning. The firm describes an active equity and fixed income approach that can employ up to five strategies and, depending on market conditions, may result in substantial turnover (the brochure notes up to 100% turnover over two to three years).
Compared with many peers, the firm manages a relatively concentrated client roster (33 clients) while overseeing approximately $118 million in discretionary assets, implying a higher assets-per-client profile and a relationship-oriented practice. The firm’s principal, with more than fifty years of experience and direct oversight of compliance and account reviews, executes most trades through major custodians and discloses no soft-dollar arrangements or receipt of third‑party economic benefits.
Client services
Expertise
Fee options
$250,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000 - > $5,000,000: 0.50% annually
Account minimum: Negotiable (no specific dollar amount stated)
Main office
96 Northwoods Blvd.
Columbus OH 43235
Advisors at this office
1
Most active in
Ohio
Also doing business as
Joseph Raymond Mesenburg · Jr Mesenburg And Associates · Jr Mesenburg And Associates, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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