A complete list of active advisors currently associated with Rex Leigh Jones

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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.

To learn more about the advisors currently working at Rex Leigh Jones, 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.