Thomas Jones
Thomas Jones is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Boston, MA, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,909 clients with $460B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbia Management's investment management fees are generally based on a percentage of the value of your portfolio. Fees are billed quarterly. The firm may negotiate different fees for different accounts based on factors like the size of the account and the services provided.
Location
290 Congress Street, Boston, MA, 02210
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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.
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Thomas serves on the Board of Directors for the Expect Miracles Foundation, a non-profit organization, since 2021. His responsibilities include fundraising and friend-raising, dedicating about 10-20% of his time to this activity.