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Jones Asset Management, Ltd. (Austin)


Jones Asset Management, Ltd. is a large advisory firm based in Austin. It manages $36.07 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

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Jones Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jones Asset Management: assets under management

The assets under management (AUM) of Jones Asset Management, Ltd. is $36.07 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.77 million in discretionary accounts and $9.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $405.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.65 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jones Asset Management, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jon Rex Jones Trustee 1 Feb 1989 Other 4455872
Stephen Martin Jones Trustee 1 Feb 1989 Other 2506705

Based in Austin

The principal office where Jones Asset Management, Ltd. performs its advisory services is located at 805 Las Cimas Parkway, Austin, TX 78746, 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 512-494-1174 or by fax 512-494-1324. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.jonesasset.com.


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