Be advised. This firm is no longer registered.

Jones Barclay Boston & Company

Jones Barclay Boston & Company (CRD# 109982) is a financial advisory firm headquartered in Denver, CO. They manage $315,411,962 in 574 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1718 Gaylord Street, Denver, CO 80206
http://www.jb2.net
By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    574
    ACCOUNTS
  • Average Account Value
    $549,498
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MI, TX, VA

Financial Advisors at Jones Barclay Boston & Company
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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