Jones & Babson, Inc. (Minneapolis)
Jones & Babson, Inc. is a large advisory firm based in Minneapolis. It manages $1.03 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kansas, Minnesota, and Missouri.
Jones & Babson provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Jones & Babson: assets under management
The assets under management (AUM) of Jones & Babson, Inc. is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Jones & Babson, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Jones & Babson, Inc.
Robert Noel Sawyer has been acting as President since 1 Sep 1993. Rbc Holdings (Usa) Inc. joined the executive team most recently as the Indirect Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in Minneapolis
The principal office where Jones & Babson, Inc. performs its advisory services is located at 90 South 7 Th Street, Minneapolis, MN 55402, which is also the mailing address of the firm. An additional office of the firm is in Leawood, KS. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 612-376-7095 or by fax 612-376-7005. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.
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