Victor Jones CPA, PC

The firm provides personal financial planning, tax and accounting advice, fiduciary accounting, portfolio management, pension plan services, educational seminars and insurance advisory services to individuals, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. Its advisory practice explicitly integrates tax and accounting work with financial planning and it prepares client tax returns as part of the engagement.

The firm develops written comprehensive financial plans and implements investment recommendations using fundamental, technical and quantitative analysis, frequently recommending Dow 30 and S&P 500 stocks, U.S. government bonds, mutual funds and covered‑call option writing as part of client strategies. Portfolio management is offered on a non‑discretionary basis (clients must authorize each trade), with account reviews at least annually and quarterly plan reviews during the first year after plan delivery.

Notable differences from many peers include operating as a public accounting firm licensed in Washington and California and maintaining a principal who is a licensed insurance agent, while also offering pension consulting and fee‑based educational workshops to groups. The firm has applied to register as a Commodity Trading Adviser with the NFA and, as of January 1, 2026, reported $3.9 million managed entirely on a non‑discretionary basis across a small, 17‑client roster.