A complete list of active advisors currently associated with DJ Financial

Warmer can help you find a great advisor at DJ Financial or one who fits your needs even better.

The firm provides discretionary investment supervision and portfolio management for individual investors and their related accounts, including trusts, estates, IRAs and 401(k) plans, using equity securities, corporate bonds and pooled investment vehicles. It also accepts small employer pension and profit-sharing plans and works with certain corporate or business clients, in addition to serving individual retail clients. Investment decisions are guided by a comprehensive financial planning process that documents client goals and risk tolerance and emphasizes lower‑cost investment alternatives, a longer‑term outlook and limited trading. Portfolios combine income and growth strategies via mutual funds, exchange‑traded funds and select individual bonds, with periodic rebalancing and quarterly reviews to monitor appropriateness. The firm’s principal is a licensed certified public accountant who also provides tax research, planning, compliance and management accounting services, and some tax or consulting clients may not be advisory clients of the firm — a service mix that is uncommon among solo independent advisors. The combination of CPA tax services, service to employer retirement plans and occasional corporate clients distinguishes the firm from many peers that focus solely on retail portfolio management.

To learn more about the advisors currently working at DJ Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dan Jones	Roseburg, OR	12

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support