James Jones is a registered investment advisor at Mdx Wealth Management, based in Pearland, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range between 0% and 2.50% of assets under management. All client fees are negotiable.
Fee Estimator
Location
Pearland, TX
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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.
Exams
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