R
Rex Leigh Jones
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,561,104
Clients
122
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
122
Very HighAverage account size
$357,058
About
The firm provides investment advice to individuals, trusts, charitable organizations, and small businesses, focusing on portfolio management for mutual funds, ETFs, individual stocks and bonds, as well as municipal and U.S. government securities and certificates of deposit. Client accounts are managed on a non‑discretionary basis, so clients must approve all purchase and sell decisions.
The firm relies primarily on fundamental analysis to identify securities and generally recommends long‑term holding periods, using technical analysis only infrequently. Recommendations are tailored to each client’s risk tolerance, investment objectives, and diversification preferences, and accounts are reviewed at least annually or upon request.
Notably, the firm explicitly serves charitable organizations in addition to individual and small business clients, a service mix that is uncommon among peers. The adviser has operated since 1996, manages approximately $43.9 million in non‑discretionary client assets across about 122 relationships, and discloses personal trading in securities it recommends while stating safeguards to avoid trading opposite client recommendations.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $200,000: 1.0% $200,001 - $500,000: 0.8% $500,001 - $1,000,000: 0.7% $1,000,001+: 0.5%
Main office location
Rex Leigh Jones
Madison WI, United States
Number of offices
1
Most active in
Rex Leigh Jones has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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