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Mary Dennis Jones

Bartlett & Co. Wealth Management LLC

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About Mary Dennis Jones

Mary Dennis Jones is a financial advisor with Bartlett & Co. Wealth Management LLC. Mary has been in the industry for over 23 years. Mary holds the Series 7 and Series 63 licenses. Mary has experience working with individuals, high-net-worth individuals, families, corporations, and trusts. Mary also provides financial planning, investment management, insurance, and credit and cash management solutions. Mary is a Chartered Financial Analyst.

Firm Information

Mary Jones is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

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.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mary Jones’s Registration & Firm History

KY

02/12/2023 - Present

Bartlett & Co. Wealth Management LLC (Louisville KY)

KY

09/27/2005 - 01/03/2008

NORTHEAST SECURITIES, INC. (LOUISVILLE KY)

KY

08/27/1999 - 03/24/2005

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 09/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Dennis Jones.
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