Gamble, Jones, Morphy & Bent (Pasadena)


Gamble, Jones, Morphy & Bent is a large advisory firm based in Pasadena. It manages $1.13 billion of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.

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Gamble, Jones, Morphy & Bent provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gamble, Jones, Morphy & Bent: assets under management

The assets under management (AUM) of Gamble, Jones, Morphy & Bent is $1.13 billion. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $506.81 million in discretionary accounts and $619.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $635.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.16 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gamble, Jones, Morphy & Bent for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gamble, Jones, Morphy & Bent

Thomas Sheldon Jones has been acting as President since 1 Feb 1974. Thomas Wingate Bent joined the executive team most recently as the President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Thomas Sheldon Jones President 1 Feb 1974 25% - 50% 2593351
Thomas Wingate Bent Sr. vice president/cfo 1 Dec 1984 Other 4361506
Christopher Evans Morphy Secretary/coo 1 Jun 1987 Other 1260972
Alison Jones Partner 1 Dec 1997 Other 2410414
Ashley Anne Jones Partner 1 Dec 1997 Other 4361516
Alison Gamble Partner 1 Dec 1997 Other 2410414
David M. Davis Principal/cco 1 Jan 1999 Other 4361495
Thomas Sheldon Jones Chairman 1 Jan 2003 25% - 50% 2593351
Thomas Wingate Bent Treasurer 1 Jan 2003 Other 4361506
Christopher Evans Morphy President 1 Jan 2003 Other 1260972
David M. Davis Partner 1 Jan 2003 Other 4361495
Alison Jones Gamble Partner/secretary 1 Jan 2003 Other 2410414
Ashley Anne Jones Partner/cco 1 Jan 2003 Other 4361516
Charles Coulbourn Hackerman Asst. treasurer 1 Jan 2003 Other 4580335
Gretchen Elizabeth Lee Chief compliance officer 1 Jan 2005 Other 2610857
Thomas F Jones Partner 1 Dec 2005 Other 5277134
James Anthony Spina Partner 1 Dec 2006 Other 2019197
Scott Russell Phillips Partner 1 Dec 2006 Other 2811077
Thomas Wingate Bent President 1 Dec 2007 Other 4361506
Charles Coulbourn Hackerman Treasurer 1 Dec 2007 Other 4580335

Based in Pasadena

The principal office where Gamble, Jones, Morphy & Bent performs its advisory services is located at 301 E. Colorado Boulevard, Pasadena, CA 91101 The mailing address of the firm is P.O. Box 6002, Pasadena, CA 91102 6002. An additional office of the firm is in Carlsbad, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 626-795-7583 or by fax 626-795-7689. The normal business hours are 7:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gjmb.com.