Jones Financial Consulting, LLC

Jones Financial Consulting, LLC (CRD# 146800) is a financial advisory firm headquartered in Eau Claire, WI. They manage $5,102,529 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1608, Eau Claire, WI 54702
http://www.jonesfinancialconsulting.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $340,169
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
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 Jones, financial advisor Eau Claire WI
David A. Jones
CRD#: 2002891
Eau Claire, WI

David Jones (CRD# 2002891) is an Investment Advisor Representative working at Jones Financial Consulting, LLC in Eau Claire, WI and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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