JJ
JJ

James David Jones

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
109 clients
Average Client Portfolio
$583K average
Assets Under Management
$63.5M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

2245 Texas Dr, Suite 300, Sugarland, TX, 77479

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

James is a licensed life and health insurance agent in Texas, dedicating minimal time to this activity. He also serves as CEO of MDX Wealth Management (about half his time), President of MDX Holdings, Inc., and OSJ Manager/Registered Representative at Bournehill Investment Services, Inc. (about 10-20% of his time).

Employment History
Current Registrations
Mdx Wealth Management
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Bournehill Investment Services, INC.Broker
May 2016 - August 2024 · 8 yrs 3 mos
Synergy Financial LLC
October 2015 - August 2018 · 2 yrs 10 mos
Ims Securities, INC.Broker
January 2012 - January 2012 · 0 mos
State Registrations4 states
AZCANVTX
Advisor
Exams
No exam information available for this advisor.