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Regulatory and Disclosure Information for www.cjones.com Charles D. Jones Capital Management, Inc. is a duly registered Investment Advisory firm. It is neither offering nor rendering personalized investment advice or financial planning advice through this media. This media is limited to the dissemination of general information on the advisor’s services and provides an efficient mechanism for a client or prospective client to contact the firm. The firm can only render advice after the delivery of a disclosure statement and the execution of an investment advisory or financial planning agreement signed by the client and the firm. Charles D. Jones Capital Management, Inc. may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Other Disclosures: The information in this web-site is based on data from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific funds and model portfolios is being made on the assumption that the investor would participate in that investment or portfolio on a long term basis (in excess of five years) and only after consulting with their investment advisor to determine their needs and tolerance for risk. With respect to any such identification, there can be no assurance that the fund or model portfolio will in fact perform in the manner suggested. All investment and portfolio results assume the re-investment of all dividends and are gross of any investment advisory fees. The results do not represent actual trading due to the timing of the clients’ trades and their trading costs. They may also not reflect the impact that material economic and market factors might have had on the advisor’s decision-making if the advisor were managing the client’s money. Investment and portfolio results may be different than the results our discretionary clients achieve due to the timing of trades by the advisor and the market conditions. All references that might be made to an investment or portfolio’s performance are based on historical data and one should not assume that this performance will continue in the future. CERTIFIED FINANCIAL PLANNER® AND CFP® are federally registered marks of the Certified Financial Planner Board of Standards, Inc.
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