Mary
Jones
Bartlett & Co. Wealth Management LLC
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About this Advisor
Mary Jones is a chartered financial analyst who works in Louisville, Kentucky. Jones currently works for Bartlett & Co. Wealth Management LLC. Their career trajectory has included roles at Atlas Brown Investment Advisors, Inc, Regent Investment Management LLC and Bartlett Wealth Management. Jones maintains a Series 63 license, designating them as a securities agent, and is able to advise clients in Florida, Kentucky and Texas. Bartlett & Co. Wealth Management LLC is a financial advisory company based out of Cincinnati, OH. The firm has a total of 71 people on staff. It has $7 billion in total assets between its 5,301 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 54 charitable organizations. Of its 5,301 client accounts, 53% are held by high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management depend on the financial services. Fee types billed by Bartlett & Co. Wealth Management LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bartlett & Co. Wealth Management LLC Brokerage Details
$6,948,868,876
71
5,301
$1,310,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Mary Jones Work History
Mary has been registered as a financial advisor for 0 years.*
Bartlett Wealth Management
Regent Investment Management LLC
Atlas Brown Investment Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mary Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bartlett & Co. Wealth Management LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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