Thomas
Jones

Columbia Management Investment Advisers, LLC

CRD#2414885
Investment Advisor
in Boston, MA

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About this Advisor

Thomas Jones is a financial advisor working in Boston, Massachusetts with 8 years of industry experience. Jones works at Columbia Management Investment Advisers, LLC. Jones has gained experience at Columbia Management Investment Distributors Inc and Pioneer Funds Distributor, Inc. Jones holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and New Hampshire. Columbia Management Investment Advisers, LLC is a financial advisory company that has its headquarters in Boston, MA. It has offices in eight locations and a total of 1,010 people on staff. It administers $388 billion in assets under management between its 5,163 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 59 charities and foundations. Of its 5,163 customer accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Columbia Management Investment Advisers, LLC can include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

290 Congress Street
Boston, MA 02210

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

MA Average: $16,012,751,954
Total Number of Employees

1,010

MA Average: 118
Total Number of Accounts

5,163

MA Average: 4,567
Average Account Size

$75,225,390

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Thomas Jones Work History

Thomas has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Columbia Management Investment Distributors Inc

2009 - 2014 (5 years)

Pioneer Funds Distributor, 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 Thomas 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 Columbia Management Investment Advisers, LLC

Madeline Hart
Boston, MA
Corey Millhouse
Boston, MA
Matthew Belniak
Boston, MA
Shane Calhoun
Boston, MA
Mason Horrigan
Boston, MA
Christopher Finch
Boston, MA
Michael Matarazzo
Boston, MA
Peter L'Italien
Boston, MA

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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