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Alexander Jones

4 Years of Experience
Newport, KY

Alexander Jones is a registered investment advisor at Moon Lasso Asset Management, LLC, based in Newport, KY, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.5M in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5M

Fee Structure

Investment management only (planning not offered)

Moon Lasso Asset Management does not charge a percentage of the assets they manage. Instead, they receive 20% of the net income allocated to each investor in the fund. This is called a performance allocation. Moon Lasso only receives this allocation if the net income exceeds any previous net losses.

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Location

Newport, KY

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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

Alexander is a limited partner and general partner in LEMCAP1 LP, a hedge fund, dedicating about a quarter of his time to it. He also volunteers a few hours per week as a coach for Rule One Investing, LLC, an investing education company, and works full-time as an Application & Product Development Engineer at Lyondellbasell.

Employment History
Current Registrations
Moon Lasso Asset Management, LLC
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
KY
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.
Alexander Jones - Financial Advisor | TrueAdvisor