Updated:
Jones Financial Consulting
Jones Financial Consulting is an independent, fee-only advisory firm that acts as a fiduciary for its clients. It specializes in comprehensive financial...
Overview
Jones Financial Consulting is an independent, fee-only advisory firm that acts as a fiduciary for its clients. It specializes in comprehensive financial planning and investment guidance for pre-retirees and retirees, as well as people facing major financial decisions such as selling a business, receiving an inheritance, divorce, or the death of a spouse. The firm keeps a limited number of clients to provide close personal attention.
General information
Firm type
RIA
Year founded
2007
Location
City
Eau Claire
Principals
D. Alfred (Al) Jones
founder and sole owner
Sector focus
Frequently asked questions
Does Jones Financial Consulting make direct investments or fund commitments?
No investment activity — direct or fund — has been attributed to Jones Financial Consulting in any public source. The firm's investment posture is entirely opaque.
What is the wealth origin behind Jones Financial Consulting?
The original source of capital managed by the firm has not been disclosed. No family name, industry, or entrepreneurial history is linked to this entity.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Jones Financial Consulting in Altss
Explore available research and relationship coverage for this adviser in Altss.