JONES GREGG FINANCIAL, LLC

Overview

Jones Gregg Financial, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and insurance product distribution. The firm operates as a capital allocator but runs client relationships largely on a non‑discretionary basis, which means clients retain final trade authority while the firm provides investment guidance and account construction. Its advisory mandate blends traditional equity exposure with allocations to real‑asset and commodity strategies and uses third‑party managers where appropriate. The firm’s business model includes fee arrangements based on a percentage of assets under management alongside hourly and fixed fees for planning or consulting engagements. Jones Gregg Financial, LLC also functions as an insurance broker and offers other financial products, a capability that is reflected in the use of annuities as part of client solutions. Advisory services documented include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers and educational seminars.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices