Jones & Co Wealth Management, Inc
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About
Jones & Co Wealth Management provides financial planning and tailored portfolio reviews for individual clients and, on occasion, for companies. Services described in the brochure include periodic reviews of financial goals and employer-sponsored retirement plans and are offered on a flat-fee or hourly basis, with clients allowed to impose investment restrictions.
The firm’s investment work draws on both technical and fundamental analysis and may employ a range of strategies from long-term holdings to short-term trading, including short sales and margin transactions. Accounts are managed on a non-discretionary basis, so clients retain authority to direct trading while the adviser conducts scheduled reviews.
What distinguishes the firm from many peers is its billing approach and client mix: the brochure indicates clients are billed hourly rather than by a percentage of assets under management, and the firm expressly provides advice to companies as well as individuals. The principal’s advanced degrees in economics and business and ongoing part-time teaching of economics are noted in the brochure and may inform the firm’s analytical orientation.
Client services
Expertise
Fee options
Flat-fee services (specific amounts not stated)
$150/hour
Fee-only: $150/hour
Main office
Murphy NC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Debra H Jones · Jones & Co Wealth Management, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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