Brian Jones
Brian Jones is a registered investment advisor at Jones Capital Advisors, LLC, based in Murphy, TX, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 25 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jones Capital Advisors charges a percentage of the value of your portfolio. The exact percentage depends on how much you have invested:
- Up to $500,000: between 1.25% and 1.75% per year
- Over $500,000 but less than $2 million: between 1.00% and 1.50% per year
- Over $2 million: between 0.75% and 1.25% per year
The fee is charged quarterly, based on the value of your portfolio on the first business day of the quarter. All fees are negotiable.
Location
806 Shadybrook Drive, Murphy, TX, 75094
Get directionsHistory
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 ActivitiesSells Insurance
Brian is licensed in Texas to sell life insurance through Jones Capital Advisors, LLC, a business he started in 2011. He spends minimal time on this activity annually, providing it only upon client request.
Employment History
Current Registrations
Jones Capital Advisors, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Sequoia Capital Management, LLC
The Ayco Company,l.p.
State Registrations2 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.