Brian Jones
Advisor at Your Everyday ROI
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.
Advisor at Your Everyday ROI
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.
Location
Howells, NE
Credentials
Series 65
Industry experience
< 1 year
Brian Jones is the principal and sole advisor at Your Everyday ROI in Howells, Nebraska. He holds a Series 65 designation and has been working at Your Everyday ROI since 2025. Prior to his advisory role, he has been employed at Howells-Dodge Consolidated Schools since 2007. Your Everyday ROI offers financial planning services to individuals, including high net worth clients, through subscription arrangements, project-based engagements, and hourly consultations. The firm operates as an advice-only planner without managing client assets or accepting custody, emphasizing passive investment principles and client-directed implementation.
Based on Your Everyday ROI
Fixed fee of $3,000 for project-based financial planning; $350 per month fixed fee for ongoing financial planning
$350 per hour for hourly financial planning
$350 per month for ongoing financial planning
Fee-only: Fixed monthly fee of $350 for ongoing financial planning; fixed fee of $3,000 for project-based financial planning; hourly fee of $350 per hour for hourly financial planning
Howells, NE
Nebraska
Your Everyday ROI
2025 - Present (1 year)
Howells-Dodge Consolidated Schools
2007 - Present (19 years)
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