R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

8151 Clayton Road
Suite 300
St. Louis, Missouri 63117
Tel: 314-783-5000

About R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

RT JONES CAPITAL EQUITIES MANAGEMENT INC, formally registered with the SEC as RT JONES CAPITAL EQUITIES MANAGEMENT INC. The firm was established in 07/09/2004. They have over 1 offices throughout the country.

R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. is a St. Louis, Missouri based Financial Planning firm with nearly $483,945,816 assets under management, offering retirement planning & investment advisory services to 5136 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131804
SEC#	801-63242
Assets Managed by Firm	$483,945,816
No. of Clients	5136
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5136	$483,945,816
Individuals (other than high net worth individuals)	5068	$347,302,577
High net worth individuals	48	$72,111,209
Pension and profit sharing plans	18	$59,648,541
Charitable organizations	Fewer than 5 clients	$68,651

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