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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Showing 1 - 4 of 4 top financial advisors.
1
Michael L. Boston
CRD#: 4365414
1675 Broadway, Suite 2400, Denver, CO 80202
90
Wealthminder
score

Michael Boston (CRD# 4365414) is an Investment Advisor Representative working at Jones Barclay Boston & Company in Denver, CO and has 1 year of experience in the finance industry. Michael Boston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alexander I. Hock
CRD#: 4608486
1718 Gaylord Street, Denver, CO 80206
90
Wealthminder
score

Alexander Hock (CRD# 4608486) is an Investment Advisor Representative working at Jones Barclay Boston & Company in Denver, CO and has 1 year of experience in the finance industry.

3
Ian D. Barclay
CRD#: 4365413
1675 Broadway, Suite 2400, Denver, CO 80202
87
Wealthminder
score

Ian Barclay (CRD# 4365413) is an Investment Advisor Representative working at Jones Barclay Boston & Company in Denver, CO and has 1 year of experience in the finance industry.

4
Craig S. Jones
CRD#: 4365409
1675 Broadway, Suite 2400, Denver, CO 80202
87
Wealthminder
score

Craig Jones (CRD# 4365409) is an Investment Advisor Representative working at Jones Barclay Boston & Company in Denver, CO and has 1 year of experience in the finance industry.

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