REX Leigh Jones
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
FINTRXOverview
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
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 Equities53%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents3%
Contacts
1 of 1Rex Jones
Investment AdvisorCRD 818072
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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