Anthony Jones is a registered investment advisor at Rebel Financial, LLC, based in Groveport, OH, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more. Their firm serves 443 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 0.50% |
| $1M+ | 0.35% |
Schedule reflects the rFreemium+ AUM-based fee schedule. New clients generally pay net-worth-based fees, while older clients are grandfathered into traditional asset management fee schedules.
Fee Estimator
Location
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
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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 →Employment History
Current Registrations
Rebel Financial, LLC
Previous Registrations
PNC Investments
Woodbury Financial Services, INC.
John Hancock Advisers, LLC
John Hancock Distributors LLC
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
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.
Exams
Additional Information
Tony Jones is rebel Financial’s lead financial advisor. Since 2005, Tony has been doing diligence in helping other individuals meet their financial goals. Originally from Chicago, Tony graduated with a Masters of Business Administration from Lake Forrest Graduate School and his undergraduate with a Bachelors in Accounting from Indiana University. Recently in early 2019, Tony completed the IRS Enrolled Agent exam, allowing Tony to be a certified enrolled agent and is the tax expert at rebel Financial.
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