# REX Leigh Jones

> REX Leigh Jones is a state-registered investment advisory firm in Madison, WI, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 113117
- Filed as: REX LEIGH JONES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113117
- AdvisorCensus page: https://advisorcensus.com/firm/rex-leigh-jones-madison-wi-113117

## Quick answers

**How is REX Leigh Jones compensated?**
On its Form ADV (Item 5.E, October 2026), REX Leigh Jones reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is REX Leigh Jones located?**
REX Leigh Jones' principal office is in Madison, WI, according to its Form ADV.

**Is REX Leigh Jones registered with the SEC or a state?**
REX Leigh Jones is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 113117.

**How much does REX Leigh Jones manage?**
REX Leigh Jones reports $43,894,488 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (0% discretionary).

**What types of clients does REX Leigh Jones serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122).

**Does REX Leigh Jones report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113117

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $43,894,488
- Discretionary: $0
- Non-discretionary: $43,894,488

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $27,381,032 |
| High net worth individuals | Fewer than 5 | $16,180,072 |
| Charitable organizations | Fewer than 5 | $333,384 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. REX Leigh Jones (CRD 113117): Form ADV filing data as of October 2026.