JJ
JJ

Jordan Jones

7 Years of Experience
Fort Worth, TX
Broker

Jordan Jones is a registered investment advisor at Rhodes Investment Advisors, INC., based in Fort Worth, TX, with 7 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
815 clients
Average Client Portfolio
$462K average
Assets Under Management
$376.3M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K - $500K2.00%
$500K - $1.0M1.00%
$1M+1.00%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

306 West 7th Street, Suite 1000, Fort Worth, TX, 76012

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jordan works as an independent contractor teaching adult education classes for The Chattery. This activity takes minimal time and is not investment-related.

Employment History
Current Registrations
Rhodes Investment Advisors, INC.
March 2019 - Present · 7 yrs 2 mos
Rhodes Securities, INC.
October 2018 - Present · 7 yrs 7 mos
Rhodes Securities, INC.Broker
October 2018 - Present · 7 yrs 7 mos
State Registrations2 states
TNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jordan Jones - Financial Advisor | TrueAdvisor