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Joseph William Jones

Rhodes Investment Advisors, Inc.

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About Joseph William Jones

Joseph William Jones is a registered representative of Rhodes Investment Advisors, Inc. Joseph has been in the industry since 2008 and is active in both the broker-dealer and investment advisor space. Joseph is registered in a number of states and holds several licenses, including Series 66, SIE, and Series 7. Joseph focuses on providing financial planning and investment advice services to individuals and businesses. Joseph is dedicated to helping clients achieve their financial goals.

Firm Information

Joseph Jones is currently registered with Rhodes Investment Advisors, Inc.. Rhodes Investment Advisors, Inc. is an investment advisor headquartered in FORT WORTH, TX. They manage approximately $266,194,908 in client assets. The firm advises individuals and businesses on financial planning, portfolio management, and selection of other advisors. They have 8 licensed agents and 9 registered representatives.
Rhodes Investment Advisors, Inc.

306 WEST 7TH STREET

FORT WORTH, TX 76012

$266.19M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Joseph Jones’s Registration & Firm History

TX

10/09/2015 - Present

Rhodes Investment Advisors, Inc. (FORT WORTH TX)

TX

10/17/2008 - 09/23/2015

EDWARD JONES (BENBROOK TX)

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Licenses & Designations

BOTH

Issued 10/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph William Jones. Review regulatory record here.
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