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 based out of Boston, Massachusetts, who has been in the financial industry for 11 years. Jones is currently employed by Columbia Management Investment Advisers, LLC. The advisor has gained experience at Columbia Management Investment Distributors Inc and Pioneer Funds Distributor, Inc. Jones holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts and New Hampshire. Columbia Management Investment Advisers, LLC is a financial advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in nine locations and a total of 994 employees. It controls $359 billion in assets between its 4,312 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 49 charities and foundations. Of its 4,312 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Columbia Management Investment Advisers, LLC has a number 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 for financial advisory services usually vary depending on which services are provided. However, fees billed by Columbia Management Investment Advisers, LLC most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$359,353,104,490

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

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

MA Average: $3,506,186

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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 11 years of experience.

2014 - Present (6 years)

Columbia Management Investment Distributors Inc

2009 - 2014 (5 years)

Pioneer Funds Distributor, Inc

Disclosures

Thomas Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

William Lamontagne
Boston, MA
William Harrison
Madisonville, LA
Mary Dixon
Boston, MA
Brian Coey
Boston, MA
Nathaniel Thompson
Boston, MA
Johnathon Tang
Boston, MA
Chase Stratton
Boston, MA
Jeffrey Williams
Boston, MA

This content was compiled from the SEC and FINRA.

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