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David Carl Jones Investments, L.L.C. (Germantown)


David Carl Jones Investments, L.L.C. is an adviser based in Germantown. It manages $39.1 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2008.

David Carl Jones Investments, L.L.C provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

David Carl Jones Investments, L.L.C: assets under management

The assets under management (AUM) of David Carl Jones Investments, L.L.C. is $39.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.47 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay David Carl Jones Investments, L.L.C. 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.

Based in Germantown

The principal office where David Carl Jones Investments, L.L.C. performs its advisory services is located at 3011 Centre Oak Way, Suite 101, Germantown, TN 38138, 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 901-755-9797 or by fax 901-755-1994. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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