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James Bolton Jones

CARPENTER FUND MANAGEMENT COMPANY, LLC·IRVINE, California
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2 PARK PLAZA, SUITE 550, IRVINE, CA 92614CRD# 1071178Firm CRD# 281052
01

About

James Bolton Jones is a registered financial advisor based in IRVINE, California, affiliated with CARPENTER FUND MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CARPENTER FUND MANAGEMENT COMPANY, LLC
CARPENTER FUND MANAGEMENT COMPANY, LLC
AUM
$332M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CARPENTER FUND MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1071178
Firm CRD# 281052
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Bolton Jones offer?
James Bolton Jones specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.
What are James Bolton Jones's credentials?
James Bolton Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bolton Jones located?
James Bolton Jones is based in IRVINE, California, working with CARPENTER FUND MANAGEMENT COMPANY, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does James Bolton Jones charge for services?
James Bolton Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARPENTER FUND MANAGEMENT COMPANY, LLC?
CARPENTER FUND MANAGEMENT COMPANY, LLC is a registered investment adviser with the SEC, managing $332M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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