Jones Robert E & Associates Inc is a large advisory firm based in Denver. It manages $103.25 million of regulatory assets for 468 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Iowa, and 9 other states.
Jones Robert E & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jones Robert E & Associates Inc is $103.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Jones Robert E & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Samuel Franklin Jones has been acting as President since 1 Nov 1995. Robert Emlen Jones joined the executive team most recently as the Chairman.
The principal office where Jones Robert E & Associates Inc performs its advisory services is located at 731 Sherman Street, Denver, CO 80203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-837-1187 or by fax 303-837-1723. The normal business hours are 8:30 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.rejones.com.