Rex Leigh Jones
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals, trusts, small businesses, and charitable organizations and charges asset-based fees for portfolio management. Its advice focuses on mutual funds, ETFs, individual stocks and bonds, and commonly incorporates municipal and U.S. government securities and certificates of deposit into client portfolios.
The firm relies primarily on fundamental analysis and generally recommends long-term investing, tailoring selections to each client’s risk tolerance, objectives, and diversification preferences. Accounts are managed solely on a non-discretionary basis, so clients must approve all purchase and sale decisions, and receive periodic account reporting and annual reviews.
Distinctive features include an explicit focus on charitable organization clients, a client type that is uncommon among independent peers, and a solo practice that reported roughly $43.9 million in non-discretionary assets across about 122 clients. The principal’s industry experience dates to 1975, and the firm discloses personal trading in securities it also recommends, stating it will not trade opposite client recommendations and will, when possible, place client trades before its own.
Client services
Expertise
Fee options
$0 - $200,000: 1.0% $200,000 - $500,000: 0.8% $500,000 - $1,000,000: 0.7% $1,000,000+: 0.5%
Main office
Madison WI
Advisors at this office
1
Most active in
Wisconsin
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.
Forms ADV
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