FIND A CHARLES D. JONES CAPITAL MANAGEMENT, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 118218
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CHARLES D. JONES CAPITAL MANAGEMENT, INC. Comes From
Understanding the Statistics for CHARLES D. JONES CAPITAL MANAGEMENT, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
5015 Fort Avenue, Waco, TX 76710-5828
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
FORM ADV PART 2 (3/6/2013)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at CHARLES D. JONES CAPITAL MANAGEMENT, INC.
Daniel Brian Conklin
IAR
CRD#: 6556201
Location:
Apex, NC 27502
Company:
HUNTER STREET INVESTMENT ADVISORS LLC
Disclosures:
Experience:
10 years
LJ
Lawrence F Jones
PR
CRD#: 1848854
Location:
San Mateo, CA 94403
Company:
FRANKLIN DISTRIBUTORS, LLC
Disclosures:
Experience:
37 years
RR
Ryan W Ruppert
IAR
RR
CRD#: 7535905
Location:
Austin, TX 78746
Company:
MORGAN STANLEY
Disclosures:
Experience:
3 years
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