MJ
MJ

Matthew Jones

3 Years of Experience
Brentwood, TN

Matthew Jones is a registered investment advisor at Quants Compete, based in Brentwood, TN, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$183K average
Assets Under Management
$2.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.95%

Under certain conditions (such as for friends and family of the firm, or for a particularly large client), Quants may, at its sole discretion, choose to reduce or waive its Advisory Fee.

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

785 Old Hickory Blvd., Suite 301, Brentwood, TN, 37027

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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

Matthew serves as the Chief Compliance Officer for Cox Private Capital and Cox Specialized Commercial Property Fund, LP since January 2024. This role requires a few hours per week of Matthew's time.

Employment History
Current Registrations
Quants Compete
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Quants Compete
December 2024 - December 2024 · 0 mos
Quants Compete
April 2024 - December 2024 · 8 mos
Quants Compete
May 2021 - December 2022 · 1 yr 7 mos
State Registrations1 state
TN
Advisor

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.