Anthony Jones is a registered investment advisor at Rebel Financial, LLC, based in Groveport, OH, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 429 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
rebel Financial offers several investment advisory services with fees based on your net worth. The monthly fee is calculated as 1/12th of the annual fee. There are different tiers and minimum monthly fees for each service:
- Simple rebel: 0.725% on the first $500,000 of net worth, 0.35% on the next $500,001 - $1,000,000. Minimum monthly fee is $75.
- eRebel: 0.80% on the first $500,000 of net worth, 0.40% on the next $500,001 - $1,000,000, 0.275% on the next $1,000,001 - $2,000,000. Minimum monthly fee is $150.
- Silver rebel: 1.00% on the first $500,000 of net worth, 0.50% on the next $500,001 - $1,000,000, 0.35% on the next $1,000,001 - $2,000,000, 0.275% on the next $2,000,001 - $3,000,000, 0.25% on the next $3,000,001 - $4,000,000, and 0.165% on amounts over $4,000,000. Minimum monthly fee is $208.
- Gold rebel: 1.10% on the first $500,000 of net worth, 0.60% on the next $500,001 - $1,000,000, 0.45% on the next $1,000,001 - $2,000,000, 0.35% on the next $2,000,001 - $3,000,000, 0.30% on the next $3,000,001 - $4,000,000, and 0.225% on amounts over $4,000,000. Minimum monthly fee is $292.
rebel Financial also offers rFreemium+ with fees based on assets under management: 1.000% on the first $0 - $99,999.99, 0.500% on the next $100,000 - $999,999.99, and 0.350% on amounts over $1,000,000. There is an additional 0.250% fee for rFjord noncompliance+.
Location
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Rebel Financial, LLC
Previous Registrations
PNC Investments
Woodbury Financial Services, INC.
John Hancock Advisers, LLC
John Hancock Distributors LLC
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Tony Jones is rebel Financial’s lead financial advisor. Since 2005, Tony has been doing diligence in helping other individuals meet their financial goals. Originally from Chicago, Tony graduated with a Masters of Business Administration from Lake Forrest Graduate School and his undergraduate with a Bachelors in Accounting from Indiana University. Recently in early 2019, Tony completed the IRS Enrolled Agent exam, allowing Tony to be a certified enrolled agent and is the tax expert at rebel Financial.