Jones Commodities, Inc. (Salinas)

Name: Jones Commodities, Inc.
Address: 295 Main Street, Salinas, CA, 93901
Telephone: (831) 975-4556

Jones Commodities, Inc. is an adviser based in Salinas. It manages $25.9 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

Jones Commodities provides portfolio management for pooled investment vehicles. 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 Commodities: assets under management

The assets under management (AUM) of Jones Commodities, Inc. is $25.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.48 million each.

Jones Commodities has custody of $35 million in cash and securities for 5 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jones Commodities, Inc. for their services and products based on a percentage of assets under management and performance-based 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 Commodities, Inc.

Curt Breitfuss has been acting as President since 1 Jul 1993. Trinidad John Guillen joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martha M. Jones Trustee Trust A Created For The Will Of Deane S. Jones	Shareholder	1 May 1993	50% - 75%	88-6065334
Martha Myers Jones	Director	1 May 1993	Other	5091268
Curt Breitfuss	President	1 Jul 1993	Other	1734012
Curt Alan Breitfuss	President	1 Jul 1993	Other	1734012
Michael Abbott	Vice president	1 Jan 1997	Other	2437000
Michael Andrew Abbott	Vice president	1 Jan 1997	Other	2437000
The Breitfuss Family Trust Dated 8/11/1997	Shareholder	1 Aug 1997	25% - 50%	xxx-xx-xxxx
Curt Breitfuss And Julie Breitfuss Trustees The Breitfuss Family Trust Dated 8/11/1997	Shareholder	1 Aug 1997	25% - 50%	xxx-xx-xxxx
Trini Guillen	Cco, secretary and treasurer	1 Apr 2005	Other	2437089
Trinidad John Guillen	Cco, secretary and treasurer	1 Apr 2005	Other	2437089
Curt Alan Breitfuss	Chairman	1 Jan 2006	Other	1734012
Michael Andrew Abbott	President	1 Jan 2006	Other	2437000
Trinidad John Guillen	Vice president and chief compliance officer	1 Jan 2006	Other	2437089
Brandon Kyle Ferguson	Secretary	1 Jan 2006	Other	4979025
Jeffrey Don Jones	Treasurer	1 Jan 2006	Other	4980005
Jeffrey Dow Jones	Treasurer	1 Jan 2006	Other	4980005
Trinidad John Guillen	President and chief compliance officer	1 Aug 2007	Other	2437089
Brandon Kyle Ferguson	Vice president	1 Aug 2007	Other	4979025
Jeffrey Dow Jones	Secretary and treasurer	1 Aug 2007	Other	4980005

Based in Salinas

The principal office where Jones Commodities, Inc. performs its advisory services is located at 295 Main Street, Salinas, CA 93901, 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 (831) 975-4556. The normal business hours are 7:00 a.m. to 3:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.jonescommodities.com.