R
Rex Leigh Jones
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,894,488
Total clients
122
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
122
Average account size
$359,791
About
Rex Leigh Jones provides investment advisory services to individuals, trusts, charitable organizations, and small businesses, advising primarily on mutual funds, ETFs, individual stocks and bonds as well as municipal and U.S. government securities and certificates of deposit. Client accounts are managed solely on a non‑discretionary basis, with investment selections tailored to each client's risk tolerance, objectives, and diversification preferences.
The firm primarily uses fundamental analysis to evaluate the intrinsic value of securities and employs technical analysis only infrequently, and it generally recommends long‑term holding periods to limit trading costs, taxes, and short‑term volatility. Clients receive monthly account statements and periodic reviews (annually or on request) that cover holdings, performance, and the client’s financial situation and goals.
Distinctive aspects noted in the brochure include explicit service to charitable organizations alongside individual and small business clients, and a stated practice of managing all client assets on a non‑discretionary basis (discretionary assets reported as zero as of 12/31/24). The principal has been in the investment business since 1975 and has operated the advisory firm since 1996, and the brochure discloses the advisor’s personal trading in securities recommended to clients, with a stated practice of placing client trades before personal trades when possible.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $200,000: 1.0% $200,001 - $500,000: 0.8% $500,001 - $1,000,000: 0.7% $1,000,001+: 0.5%
Main office location
Rex Leigh Jones
Madison WI, United States
Number of offices
1
Most active in
Rex Leigh Jones has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")