Jones Palmer & Associates Inc (Bluffton)

Jones Palmer & Associates Inc is an adviser based in Bluffton. It manages $88.56 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, South Carolina, and Texas.

Jones Palmer & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as financial advisor.

Jones Palmer & Associates: assets under management

The assets under management (AUM) of Jones Palmer & Associates Inc is $88.56 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $88.21 million in discretionary accounts and $347.08 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $648.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $347.08 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jones Palmer & Associates Inc for their services and products based on hourly charges. 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 Jones Palmer & Associates Inc

Palmer Stafford Jones has been acting as President since 1 Aug 1981. Glendon Merchant Jones joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glendon Merchant Jones	Vice president	1 Aug 1981	50% - 75%	4372243
Palmer Stafford Jones	President	1 Aug 1981	50% - 75%	1016275

Based in Bluffton

The principal office where Jones Palmer & Associates Inc performs its advisory services is located at 8 Tidelands Ct, Bluffton, SC 29910, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.