JJ

James David Jones

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
109 clients
Average Client Portfolio
$583K average
Assets Under Management
$63.5M

Fee Structure

Hourly Rate:Up to $500/hr

The firm's only source of revenue is fees assessed to manage client assets. The annual fee for portfolio management is negotiable between the advisor and client, ranging between 0% and 2.5% of assets under management. Hourly billing is offered on a limited basis, not to exceed $500 per hour. Factors determining the fee structure include complexity of securities, number of meetings, travel required, time spent educating the investor, and research and planning. All client fees are negotiable and may vary. The Investment Advisor Representative or MDX Wealth can elect to waive a fee for an account in unique and special circumstances.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

2245 Texas Dr, Suite 300, Sugarland, TX, 77479

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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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Other Business ActivitiesSells Insurance

James is a licensed life and health insurance agent in Texas, dedicating minimal time to this activity. He also serves as CEO of MDX Wealth Management (about half his time), President of MDX Holdings, Inc., and OSJ Manager/Registered Representative at Bournehill Investment Services, Inc. (about 10-20% of his time).

Employment History
Current Registrations
Mdx Wealth Management
January 2013 - Present · 13 yrs
Previous Registrations
Bournehill Investment Services, INC.Broker
May 2016 - August 2024 · 8 yrs 3 mos
Synergy Financial LLC
October 2015 - August 2018 · 2 yrs 10 mos
Ims Securities, INC.Broker
January 2012 - January 2012 · 0 mos
State Registrations4 states
AZCANVTX
Advisor
Exams
No exam information available for this advisor.