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JONES BARCLAY BOSTON & COMPANY
JONES BARCLAY BOSTON & COMPANY
JONES BARCLAY BOSTON & CO.
DENVER, Colorado
·
4 registered advisors
·
CRD# 109982
SEC# 801-46608
303-592-4282
01
Firm Overview
AUM
$315M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at JONES BARCLAY BOSTON & COMPANY
4 registered advisors
Craig Stephen Jones
DENVER, Colorado
CRD# 4365409
Ian Douglas Barclay
DENVER, Colorado
CRD# 4365413
Lynda J Hanshaw
DENVER, Colorado
CRD# 6179180
Michael Lane Boston
DENVER, Colorado
CRD# 4365414
05
Office Locations
DENVER, Colorado
4 advisors
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Data sourced from SEC Form ADV filings. JONES BARCLAY BOSTON & COMPANY (CRD# 109982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.