A complete list of active advisors currently associated with Jones & Co. Wealth Advisory

Warmer can help you find a great advisor at Jones & Co. Wealth Advisory or one who fits your needs even better.

Jones & Co. Wealth Advisory is an independent investment adviser that emphasizes services for institutional and pooled-vehicle clients — including pension and profit-sharing plans, donor-advised funds, foundations, charities, and employer retirement plans — rather than a broad retail client base. In its most recent Form ADV filing the firm reported $0 in regulatory assets under management as of January 19, 2026. The firm provides discretionary, custom portfolio management using a goal‑oriented process that aligns allocations with a client’s comfort level and stated restrictions; its primary investment style is value investing, supplemented by fixed‑income, high‑dividend, defensive, and growth allocations. Clients grant limited power of attorney for trading, and the firm aggregates household accounts for account‑minimum and fee‑calculation purposes. Jones & Co. is a single‑advisor, owner‑operated firm whose background includes experience in central banking operations and large-scale fund administration, experience the brochure cites as informing its institutional operational approach. The firm prefers custody at Charles Schwab & Co., notes receipt of informal soft‑dollar research benefits, and uses direct fee deduction from client accounts (constructive custody), all arrangements the brochure identifies as matters the firm manages and discloses.

To learn more about the advisors currently working at Jones & Co. Wealth Advisory, 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.