David Jones is a registered investment advisor at Dcj Global Wealth Management, based in Germantown, TN, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 112 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DCJ Global Wealth Management charges a percentage of your portfolio's value each year. The fees are deducted directly from your account quarterly. The percentage charged depends on the amount of assets managed and may be negotiable.
- $100,000 to $499,999: 2.00% per year
- $500,000 to $1,999,999: 1.5% to 1.99% per year
- $2,000,000 and above: Negotiable
Location
3011 Centre Oak Way, Suite 101, Germantown, TN, 38138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is involved in several business activities, including a shell account for taxes, sports nutrition, and real estate rental. He also provides investment advisory services through DCJ Global Wealth Management, spending about half his time on this activity.
Employment History
Current Registrations
Dcj Global Wealth Management
LPL Financial LLCBroker
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Linsco/private Ledger CORP.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.