Jones Capital Advisors, LLC
Firm details
- Headquarters
- Murphy, Texas
- CRD number
- 159091
- Website
- jonescapitaladvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jones Capital Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and is not structured as a capital allocator. It reports no active ESG investing program and does not operate as a multi-state adviser. The firm's business relationships include an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds20%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Brian Jones
PrincipalCRD 2884027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Murphy, TX
Collin
Location
Murphy, TX
Headquartered in Murphy, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 806 Shadybrook Dr
- Time zone
- CT (UTC-6)
- Office locations
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