Jones Palmer & Associates Inc is an adviser based in Bluffton. It manages $88.56 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, South Carolina, and Texas.
Jones Palmer & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as financial advisor.
The assets under management (AUM) of Jones Palmer & Associates Inc is $88.56 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Jones Palmer & Associates Inc for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Palmer Stafford Jones has been acting as President since 1 Aug 1981. Glendon Merchant Jones joined the executive team most recently as the Vice President.
The principal office where Jones Palmer & Associates Inc performs its advisory services is located at 8 Tidelands Ct, Bluffton, SC 29910, 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 843-757-0050 or by fax 843-757-0051. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.