Jones Advisory Group LLC (Sarasota)

Name: Jones Advisory Group LLC
Address: 7701 Holiday Drive, Sarasota, FL, 34231 5313
Telephone: 941-923-4909 X301

Jones Advisory Group LLC is an adviser based in Sarasota. It manages $18.41 million of regulatory assets for 171 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and Minnesota.

Jones Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jones Advisory Group: assets under management

The assets under management (AUM) of Jones Advisory Group LLC is $18.41 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.1 million in discretionary accounts and $308.68 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $38.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jones Advisory Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Jones Advisory Group LLC

Gordon Elliott Jones has been acting as President since 1 Nov 2004. The Gordon E Jones Revocable Living Trust joined the executive team most recently as the Owner Of Jones Advisory Group Llc.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Elliott Jones	President	1 Nov 2004	75% - 100%	1071790
The Gordon E Jones Revocable Living Trust	Owner of jones advisory group llc	1 Apr 2007	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Elliott Jones	Trustee	1 Apr 2007	Other	1071790

Based in Sarasota

The principal office where Jones Advisory Group LLC performs its advisory services is located at 7701 Holiday Drive, Sarasota, FL 34231 5313 The mailing address of the firm is 8437 Tuttle Ave, Sarasota, FL 34243 2868. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-923-4909 X301 or by fax 800-884-2141. The normal business hours are 10am to 4 pm on Other. You can find more information about the New York firm at www.jonesadvisory.com.