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
FINTRXOverview
REX Leigh Jones operates as a sole-proprietorship independent registered investment adviser serving individual and family clients, as well as small businesses. The firm’s advisory work centers on portfolio management, charging clients a fee that is a percentage of assets under management. It is an individual-owned practice rather than a multi-state or affiliated advisory platform, and it does not identify as an ESG-focused investor or a pension consultant.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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