A complete list of active advisors currently associated with Jones Financial Consulting, LLC
Warmer can help you find a great advisor at Jones Financial Consulting, LLC or one who fits your needs even better.
The firm provides comprehensive and limited-scope financial planning and related services to individuals, families, trusts, and estates, including retirement, education, tax, estate, and insurance planning. Asset management is offered only to clients who engage the firm for financial planning and is conducted on an ongoing discretionary basis. The firm follows a long-term, buy-and-hold approach using core model portfolios that are customized per client, employing tools such as MoneyGuidePro for planning and Morningstar Risk Profiler for risk assessment. Portfolios are broadly diversified across equities, fixed income and alternative strategies (including REITs, commodities and tactical funds), primarily using mutual funds and ETFs with attention to share-class selection and periodic rebalancing. Noteworthy for a small independent adviser, the firm sponsors a wrap fee program and offers its Shareholders Services asset management only through that wrap arrangement, with execution and custody recommended through a specific custodian. The practice manages a modest asset base for a very small number of client households and is led by an experienced principal with legal and business graduate training, which informs the firm’s focus on individualized plan-based wealth management.
To learn more about the advisors currently working at Jones Financial Consulting, LLC, 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 |
|---|---|---|
Eau Claire, WI
| 17
|
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