A complete list of active advisors currently associated with Jones & Co Wealth Management, Inc

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

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.

To learn more about the advisors currently working at Jones & Co Wealth Management, Inc, 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
Debra Jones	Murphy, NC	18

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