James Jones is a registered investment advisor at Mdx Wealth Management, based in Sugarland, TX, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MDX Wealth Management's fee for managing your investments ranges between 0% and 2.5% per year. The fee is based on the value of the assets they manage and is billed monthly or quarterly, in advance. All client fees are negotiable.
Location
2245 Texas Dr, Suite 300, Sugarland, TX, 77479
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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 →Other Business ActivitiesSells Insurance
James is a licensed life and health insurance agent in Texas, dedicating minimal time to this activity. He also serves as CEO of MDX Wealth Management (about half his time), President of MDX Holdings, Inc., and OSJ Manager/Registered Representative at Bournehill Investment Services, Inc. (about 10-20% of his time).
Employment History
Current Registrations
Mdx Wealth Management
Previous Registrations
Bournehill Investment Services, INC.Broker
Synergy Financial LLC
Ims Securities, INC.Broker
State Registrations4 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.