Joseph Jones
Joseph Jones is a registered investment advisor at Rhodes Investment Advisors, INC., based in Fort Worth, TX, with 17 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 815 clients with $380M 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 $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
306 West 7th Street, Suite 1000, Fort Worth, TX, 76012
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2015Other Business ActivitiesSells Insurance
Joseph is an insurance agent and independent contractor registered representative of Rhodes Securities, Inc., selling variable and fixed insurance products. This takes a few hours per week.
Employment History
Current Registrations
Rhodes Investment Advisors, INC.
Rhodes Securities, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 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.