Wendell Jones is a CFP-designated registered investment advisor at &partners, based in Nashville, TN, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215
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Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Wendell owns commercial rental property in Florence, SC, dedicating minimal time to maintenance. He is also the owner of Ensemble Wealth Planning LLC, a flow-through LLC, spending about a quarter of his time on this investment-related activity, and Vice Chairman of Dee Dee Land Trust, a land conservation organization, spending minimal time.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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