Jones Financial Consulting, LLC

Jones Financial Consulting, LLC (CRD# 146800) is a financial advisory firm headquartered in Eau Claire, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Jones Financial Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David A. Jones
CRD#: 2002891
Eau Claire, WI
96
Wealthminder
score

David Jones (CRD# 2002891) is an Investment Advisor Representative working at Jones Financial Consulting, LLC in Eau Claire, WI and has over 27 years of experience in the finance industry. David Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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