Jones Barclay Boston & Company (Denver)

Name: Jones Barclay Boston & Company
Address: 1718 Gaylord Street, Denver, CO, 80206
Telephone: 303-592-4282

Jones Barclay Boston & Company is a large advisory firm based in Denver. It manages $315.41 million of regulatory assets for 574 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 4 other states.

Jones Barclay Boston & Company provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jones Barclay Boston & Company: assets under management

The assets under management (AUM) of Jones Barclay Boston & Company is $315.41 million. The firm's AUM has grown by 405% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $308.76 million in discretionary accounts and $6.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $564.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $246.21 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jones Barclay Boston & Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jones Barclay Boston & Company

Craig Stephen Jones has been acting as President since 1 Apr 1994. Michael Lane Boston has served as the Chief Investment Officer since 1 Aug 1994. Lynda J Hanshaw joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Stephen Jones	President	1 Apr 1994	25% - 50%	4365409
Ian Douglas Barclay	Ceo	1 Apr 1994	25% - 50%	4365413
Michael Lane Boston	Chief investment officer	1 Aug 1994	25% - 50%	4365414
John Evans	Shareholder	1 Mar 1996	Other	4366140
Enrique Feldman	Shareholder	1 Mar 1998	Other	4366165
Margaret Barclay	Shareholder	1 Aug 1998	Other	4366169
Lynda J Hanshaw	Cco	1 Oct 2012	Other	6179180

Based in Denver

The principal office where Jones Barclay Boston & Company performs its advisory services is located at 1718 Gaylord Street, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-592-4282 or by fax 800-928-0552. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at jb2.net.