JONES ADVISORY GROUP LLC
CRD #133676 SEC #801-63777 SARASOTA, FL 941-923-4909 EXT.301
SEC Registered
Total AUM
$28.7M
Discretionary
$27.8M
Employees
5
Clients
10
Accounts
178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2009 | $18.4M | $18.1M | $308.7K | 5 | -- |
| Jun 2009 | $18.4M | $18.1M | $308.7K | 5 | -- |
| May 2009 | $18.4M | $18.1M | $308.7K | 5 | -- |
| Mar 2008 | $28.1M | $27.6M | $457K | 5 | -- |
| Mar 2007 | $28.7M | $27.8M | $904.6K | 5 | -- |
| Dec 2006 | $27.6M | $27.1M | $520.7K | 5 | -- |
| Dec 2006 | $25.2M | $25.2M | $0 | 5 | -- |
| Mar 2006 | $25.2M | $25.2M | $0 | 5 | -- |
| Dec 2004 | $0 | $0 | $0 | 5 | -- |
DateJul 2009
Total AUM$18.4M
Discretionary$18.1M
Non-Disc.$308.7K
Employees5
Clients--
DateJun 2009
Total AUM$18.4M
Discretionary$18.1M
Non-Disc.$308.7K
Employees5
Clients--
DateMay 2009
Total AUM$18.4M
Discretionary$18.1M
Non-Disc.$308.7K
Employees5
Clients--
DateMar 2008
Total AUM$28.1M
Discretionary$27.6M
Non-Disc.$457K
Employees5
Clients--
DateMar 2007
Total AUM$28.7M
Discretionary$27.8M
Non-Disc.$904.6K
Employees5
Clients--
DateDec 2006
Total AUM$27.6M
Discretionary$27.1M
Non-Disc.$520.7K
Employees5
Clients--
DateDec 2006
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--