JONES FINANCIAL CONSULTING, LLC

Overview

Jones Financial Consulting, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individuals and families. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, delivered through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The adviser is not an active ESG investor, is not structured as a capital allocator, and does not present itself as a multi-state or pension consultant. Investment activity is concentrated in pooled public vehicles rather than bespoke private-deal management. Portfolios appear to be built primarily using mutual funds and other public funds as the core building blocks, with complementary allocations to annuities and a limited set of alternative exposures. The firm relies on third-party managers for alternative asset exposures rather than sponsoring external funds itself.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices