CRD: 146800
Jones Financial Consulting, LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2008
- Office Locations
- 1
Office Locations
About Jones Financial Consulting, LLC
Jones Financial Consulting, LLC is an independent, fee-only fiduciary RIA in Eau Claire, WI providing comprehensive financial planning and investment guidance, primarily for pre-retirees and retirees and for clients navigating major transitions (business sale, inheritance, divorce, loss of spouse). Focus areas include retirement income planning and portfolio risk management, using diversified vehicles such as ETFs and mutual funds. Maintains a deliberately limited client roster for high-touch service; custody via Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID ALFRED JONES
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2002891
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,862,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,862,403 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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