Brian David Jones
Advisor at Your Everyday ROI — Howells, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Howells, NE
Brian Jones is the principal of Your Everyday ROI, an independent advisory firm. He holds a Series 65 credential and has recently started his career in financial advising after a long tenure with Howells-Dodge Consolidated Schools, where he has worked since 2007. Your Everyday ROI offers discretionary investment management and financial planning services for individuals and employer plan sponsors. The firm’s investment approach is primarily passive, focusing on index mutual funds and ETFs guided by Modern Portfolio Theory, with financial planning delivered through ongoing or project-based engagements.
Based on Your Everyday ROI
Based on Your Everyday ROI
Project based financial planning fixed fee: typically $3,000, negotiable
1.00% annually for investment management (flat rate, all assets)
$350 per hour, negotiable depending on complexity
Ongoing financial planning at $350 per month, fixed monthly fee
Howells, NE
Howells NE
Advisors at this office
1
Nebraska
< 1 year of industry experience
Your Everyday ROI
2025 - Present • 1 year
Howells, NE
Howells-Dodge Consolidated Schools
2007 - Present • 19 years
Howells, NE
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