Gamble, Jones, Morphy & Bent (Pasadena)

Name: Gamble, Jones, Morphy & Bent
Address: 301 E. Colorado Boulevard, Pasadena, CA, 91101
Telephone: 626-795-7583

Gamble, Jones, Morphy & Bent is a large advisory firm based in Pasadena. It manages $1.13 billion of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.

Gamble, Jones, Morphy & Bent provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gamble, Jones, Morphy & Bent: assets under management

The assets under management (AUM) of Gamble, Jones, Morphy & Bent is $1.13 billion. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $506.81 million in discretionary accounts and $619.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $635.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.16 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gamble, Jones, Morphy & Bent for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gamble, Jones, Morphy & Bent

Thomas Sheldon Jones has been acting as President since 1 Feb 1974. Thomas Wingate Bent joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Sheldon Jones	President	1 Feb 1974	25% - 50%	2593351
Thomas Wingate Bent	Sr. vice president/cfo	1 Dec 1984	Other	4361506
Christopher Evans Morphy	Secretary/coo	1 Jun 1987	Other	1260972
Alison Jones	Partner	1 Dec 1997	Other	2410414
Ashley Anne Jones	Partner	1 Dec 1997	Other	4361516
Alison Gamble	Partner	1 Dec 1997	Other	2410414
David M. Davis	Principal/cco	1 Jan 1999	Other	4361495
Thomas Sheldon Jones	Chairman	1 Jan 2003	25% - 50%	2593351
Thomas Wingate Bent	Treasurer	1 Jan 2003	Other	4361506
Christopher Evans Morphy	President	1 Jan 2003	Other	1260972
David M. Davis	Partner	1 Jan 2003	Other	4361495
Alison Jones Gamble	Partner/secretary	1 Jan 2003	Other	2410414
Ashley Anne Jones	Partner/cco	1 Jan 2003	Other	4361516
Charles Coulbourn Hackerman	Asst. treasurer	1 Jan 2003	Other	4580335
Gretchen Elizabeth Lee	Chief compliance officer	1 Jan 2005	Other	2610857
Thomas F Jones	Partner	1 Dec 2005	Other	5277134
James Anthony Spina	Partner	1 Dec 2006	Other	2019197
Scott Russell Phillips	Partner	1 Dec 2006	Other	2811077
Thomas Wingate Bent	President	1 Dec 2007	Other	4361506
Charles Coulbourn Hackerman	Treasurer	1 Dec 2007	Other	4580335

Based in Pasadena

The principal office where Gamble, Jones, Morphy & Bent performs its advisory services is located at 301 E. Colorado Boulevard, Pasadena, CA 91101 The mailing address of the firm is P.O. Box 6002, Pasadena, CA 91102 6002. An additional office of the firm is in Carlsbad, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 626-795-7583 or by fax 626-795-7689. The normal business hours are 7:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gjmb.com.