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David Chadwick Jones

Trail Ridge Investment Advisors, LLC

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About David Chadwick Jones

David Chadwick Jones is an investment advisor representative at Trail Ridge Investment Advisors, LLC. David is a Certified Financial Planner (CFP®) with over 5 years of experience in the financial services industry. David has a background in financial planning and portfolio management, and he is passionate about helping his clients achieve their financial goals. David is registered with the state of Colorado and Texas as an Investment Advisor Representative (IAR).

Firm Information

David Jones is currently registered with Trail Ridge Investment Advisors, LLC. Trail Ridge Investment Advisors, LLC is an investment advisor based in Fort Collins, CO with approximately $249.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, insurance companies, and charitable organizations. They specialize in working with high-net-worth individuals and businesses.
Trail Ridge Investment Advisors, LLC

2020 CARIBOU DRIVE

FORT COLLINS, CO 80525

$249.93M

Assets Under Management

21

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning subscription fees

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David Jones’s Registration & Firm History

CO

06/20/2021 - Present

Trail Ridge Investment Advisors, LLC (FORT COLLINS CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Chadwick Jones.
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