Cooper, Jones & Mcleland, Ltd. is a large advisory firm based in Fairfax. It manages $306.92 million of regulatory assets for 525 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Connecticut, District of Columbia, and 9 other states.
Cooper, Jones & Mcleland provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cooper, Jones & Mcleland, Ltd. is $306.92 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cooper, Jones & Mcleland, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
Timothy Willis Jones has been acting as President since 1 Jul 1998. David Deforest Greene joined the executive team most recently as the Vice President.
The principal office where Cooper, Jones & Mcleland, Ltd. performs its advisory services is located at 11320 Random Hills Road, Fairfax, VA 22030, 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 703-425-0700 or by fax 703-764-9530. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cjmltd.com.