Chang Moore Jones Inc. (San Ramon)

Name: Chang Moore Jones Inc.
Address: 12647 Alcosta Blvd., San Ramon, CA, 94583
Telephone: 888-839-9399

Chang Moore Jones Inc. is a large advisory firm based in San Ramon. It manages $90.41 million of regulatory assets for 942 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Massachusetts, and Texas.

Chang Moore Jones provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chang Moore Jones: assets under management

The assets under management (AUM) of Chang Moore Jones Inc. is $90.41 million. The firm's AUM has grown by 185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.02 million in discretionary accounts and $19.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $220.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chang Moore Jones Inc. 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 Chang Moore Jones Inc.

Olivia Susan Moore Jones has been acting as President since 1 Aug 2006. Gregory Stewart Rogers joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Olivia Susan Moore Jones	President	1 Aug 2006	50% - 75%	4333796
Junmin (Nmn) Chang	Chief executive officer / chief compliance officer	1 Aug 2006	50% - 75%	1996006
Gregory Stewart Rogers	Chief operating officer	1 Oct 2009	Other	4307070

Based in San Ramon

The principal office where Chang Moore Jones Inc. performs its advisory services is located at 12647 Alcosta Blvd., San Ramon, CA 94583, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-839-9399 or by fax 925-270-1011. The normal business hours are 9:00 am to 5:00 pm on Other. You can find more information about the New York firm at www.cmjcapitalgrp.com.