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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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