Jane Davidson
Jane Davidson is a registered investment advisor at R.T. Jones Capital Equities Management INC., based in St. Louis, MO, with 28 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,658 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R.T. Jones manages investments for clients through Axos and OneAmerica.
For accounts held through Axos, the annual management fees are:
- First $500,000 — 1.00%
- $500,000.01 - $1,500,000 — 0.90%
- $1,500,000.01 - $2,500,000 — 0.85%
- $2,500,000.01 - $3,500,000 — 0.80%
- Over $3,500,000 — 0.75%
For retirement plans administered through OneAmerica, the annual fees are:
- Standard — 0.60%
- QDIA — 0.50%
- Serving as a 3(38) Manager — 0.40%
- Serving as a 3(38) Manager and Artesys appointed as QDIA — 0.30%
Location
8151 Clayton Road, Suite 300, St. Louis, MO, 63117
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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
Jane is the Vice President of R.T. Jones Capital Equities Management, responsible for operations, compliance, and customer service. This is an investment-related activity and takes up Jane's full time.
Employment History
Current Registrations
R.T. Jones Capital Equities Management INC.
Previous Registrations
Moloney Securities CO., INC.Broker
R.T. Jones Capital Equities, INC.Broker
Huntleigh Securities CorporationBroker
State Registrations1 state
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