A complete list of active advisors currently associated with JR Mesenburg and Associates, LLC
Warmer can help you find a great advisor at JR Mesenburg and Associates, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at JR Mesenburg and Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 13
|
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