Jones Financial Consulting, LLC

Overview

Jones Financial Consulting, LLC is an independent RIA organized as a limited liability company that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements, indicating flexibility to work with clients across different engagement styles. The firm reports it is not an active ESG investor, does not act as a capital allocator, and does not identify as a multi-state or pension consultant adviser in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices