Cooper, Jones & Mcleland, Ltd. (Fairfax)

Name: Cooper, Jones & Mcleland, Ltd.
Address: 11320 Random Hills Road, Fairfax, VA, 22030
Telephone: 703-425-0700

Cooper, Jones & Mcleland, Ltd. is a large advisory firm based in Fairfax. It manages $306.92 million of regulatory assets for 525 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Connecticut, District of Columbia, and 9 other states.

Cooper, Jones & Mcleland provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cooper, Jones & Mcleland: assets under management

The assets under management (AUM) of Cooper, Jones & Mcleland, Ltd. is $306.92 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $194.93 million in discretionary accounts and $111.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $305.99 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cooper, Jones & Mcleland, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cooper, Jones & Mcleland, Ltd.

Timothy Willis Jones has been acting as President since 1 Jul 1998. David Deforest Greene joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terry Alan Bresnick	Financial planner	1 Jan 1993	Other	2317003
Timothy Willis Jones	Chairman/secretary	1 Jul 1998	50% - 75%	1659531
Kim Allen Mcleland	President/treasurer	1 Jul 1998	25% - 50%	838876
Claudia Coracci Brady	Senior vice president	1 Jul 1998	Other	2254955
Tracey Albertson Baker	Financial planner	1 Jan 1999	Other	2763899
Robert Lytle Albertson	Senior vice president	1 Jan 1999	Other	1687182
Brian Timothy Jones	Financial planner	1 Oct 2000	Other	2897351
Tracey Albertson Baker	Vice president	1 Sep 2003	Other	2763899
Brian Timothy Jones	Vice president	1 Sep 2003	Other	2897351
David Deforest Greene	Vice president	1 Feb 2006	Other	2797556

Based in Fairfax

The principal office where Cooper, Jones & Mcleland, Ltd. performs its advisory services is located at 11320 Random Hills Road, Fairfax, VA 22030, 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 703-425-0700 or by fax 703-764-9530. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cjmltd.com.