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James Matthew Jones

Advisor at LFG Wealth Partners, LLC — Elizabethtown, KY

Updated today

Credentials

Series 66, Series 63, Series 65

Experience

8 years

Location

Elizabethtown, KY 42701

LFG Wealth Partners, LLC logo

LFG Wealth Partners, LLC

Team

Total advisors

11

Across 3 offices

Clients per advisor

33 Low

Avg AUM per client

$529,658 Low

HNW client ratio

25% Typical

About

James Jones is a financial advisor with LFG Wealth Partners, LLC in Elizabethtown, KY, holding Series 66, Series 63, and Series 65 credentials and eight years of industry experience. His work history includes roles at LFG Tax Partners, Legato Financial Group, and Strategic Wealth Designers, among others. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading.

Client services

Based on LFG Wealth Partners, LLC

Financial planning Portfolio management

Expertise

Based on LFG Wealth Partners, LLC

Tax-loss harvesting Options & derivatives strategies Annuities

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Fee options

Percentage

$0 - $500,000: 1.5% $500,001 - $2,500,000: 1.3% $2,500,001+: 1.0%

Other

Account minimum: $500,000

Location

See office

Elizabethtown, KY

2905 Ring Road

Elizabethtown KY 42701

Advisors at this office

9

Most active in

Kentucky

Work history

8 years of industry experience

LFG Tax Partners, LLC

2026 - Present • 1 year

Louisville, KY

Legato Financial Group

2026 - Present • 1 year

Louisville, KY

Self Employed

2025 - 2026 • 1 year

Fisherville, KY

Strategic Wealth Designers

2023 - 2025 • 2 years

Louisville, KY

CSI Accounting & Payroll

2023 - 2023 • 1 year

Columbia, MD

Ameriprise

2023 - 2023 • 1 year

Owings Mills, MD

Howard, Howard & Hodges

2022 - 2023 • 1 year

Columbia, MD

Unemployed

2022 - 2022 • 1 year

Boonsboro, MD

LegalZoom Tax

2021 - 2022 • 1 year

Boonsboro, MD

Boyle & Co., P.A.

2021 - 2021 • 1 year

Frederick, MD

Unemployed

2021 - 2021 • 1 year

Hagerstown, MD

Taksey Neff & Associates

2021 - 2021 • 1 year

Rockville, MD

Unemployed

2020 - 2021 • 1 year

Hagerstown, MD

Taksey Neff & Associates

2020 - 2020 • 1 year

Rockville, MD

Unemployed

2020 - 2020 • 1 year

Hagerstown, MD

University of Maryland Global Campus

2019 - 2019 • 1 year

Boonsboro, MD

Unemployed

2019 - 2019 • 1 year

Hagerstown, MD

RLH CPAs & Business Advisors

2018 - 2019 • 1 year

Westminster, MD

Mount St. Mary's University

2018 - 2019 • 1 year

Emmitsburg, MD

JSX North Division of R&R Express, Inc.

2016 - 2018 • 2 years

Hagerstown, MD

JSX North, LLC

2008 - 2016 • 8 years

Hagerstown, MD

Mass Mutual Investors Services

2006 - 2006 • 1 year

MD

Uvest Financial Services Group, Inc.

2005 - 2005 • 1 year

Midlothian, VA

Bi Investments, Llc

2004 - 2005 • 1 year

Midlothian, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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