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...
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 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
Who runs investment decisions at Jones Financial Consulting?
No principals or investment committee members are publicly named for Jones Financial Consulting. The firm has not disclosed leadership roles on any public record. Without named individuals, the decision-making structure remains unknown.
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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: