REX Leigh Jones

RIASEC Registered
Total AUM
$43.9M
Discretionary
$0
0% of AUM
Avg account
$360K
Accounts
122
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
113117
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals62.38%
  • HNWI36.86%
  • Charitable Organizations0.76%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

REX Leigh Jones is a small, single-owner advisory practice organized as a sole proprietorship and run by REX Leigh Jones. The firm focuses on portfolio management for individual and family clients and small businesses, charging fees as a percentage of assets under management. According to the available data, the advisory relationship appears to be non-discretionary — the firm's reported assets are held as non-discretionary — and it does not present itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 3%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Rex Jones

    Investment AdvisorCRD 818072

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth