Anthony Rainer Jones
AJ

Anthony Rainer Jones

14 Years of Experience

Firm Information

Anthony Rainer Jones
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
429 clients
Average Client Portfolio
$732K average
Assets Under Management
$314.0M

Fee Structure

Minimum Investment:None

rebel Financial LLC's fees are based on either a client's net worth or assets under management (AUM), depending on when they became a client. New clients pay fees based on their net worth, while existing clients may be "grandfathered" into their old AUM fee schedule. The firm offers various service levels (Simple rebel, eRebel, Silver rebel, Gold rebel) with different fee structures. They also offer retirement plan investment management services with tiered fees. There are minimum monthly fees for some services, ranging from $75 to $292. Additional fees may apply for Pontera services (0.25%). Fees are charged monthly in advance. The firm also offers tax preparation, bookkeeping, and payroll services for additional fees.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rebel Financial, LLC
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
PNC Investments
December 2014 - October 2015 · 10 mos
Woodbury Financial Services, INC.
May 2010 - November 2010 · 6 mos
John Hancock Advisers, LLC
December 2008 - April 2010 · 1 yr 4 mos
John Hancock Distributors LLC
October 2006 - December 2006 · 2 mos
Citigroup Global Markets INC.
February 2006 - September 2006 · 7 mos
Legg Mason Wood Walker INC
July 2005 - February 2006 · 7 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Tony Jones is rebel Financial’s lead financial advisor. Since 2005, Tony has been doing diligence in helping other individuals meet their financial goals. Originally from Chicago, Tony graduated with a Masters of Business Administration from Lake Forrest Graduate School and his undergraduate with a Bachelors in Accounting from Indiana University. Recently in early 2019, Tony completed the IRS Enrolled Agent exam, allowing Tony to be a certified enrolled agent and is the tax expert at rebel Financial.