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

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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.

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.