RJ
RJ

Reno Jones

29 Years of Experience
Sherman, TX
2 DisclosuresBroker

Reno Jones is a registered investment advisor at Hilltop Securities INC., based in Sherman, TX, with 29 years of industry experience. Reno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
180 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.

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Location

2901 Overland, Suite 200, Sherman, TX, 75092

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2020
Customer Dispute
June 2015
Denied
Employment History
Current Registrations
Hilltop Securities INC.
April 2020 - Present · 6 yrs 3 mos
Hilltop Securities INC.Broker
April 2020 - Present · 6 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2017 - May 2020 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
December 2011 - May 2020 · 8 yrs 5 mos
Southwest Securities, INC.Broker
September 2002 - December 2011 · 9 yrs 3 mos
RBC Dain Rauscher INC.Broker
March 1998 - October 2002 · 4 yrs 7 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
March 1997 - January 1998 · 10 mos
State Registrations10 states
ALARCACOFLILLANMOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Reno Jones - Financial Advisor | TrueAdvisor