Advisor at Jones Financial Consulting, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jones Financial Consulting, LLC
Location
Eau Claire, WI 54703
Credentials
CFP®, Series 63
Industry experience
17 years
David Jones is a CFP® with 17 years of industry experience and the sole advisor at Jones Financial Consulting, LLC, an independent firm he has led since 2007. Based in Eau Claire, WI, he holds a Series 63 license and focuses on comprehensive financial planning and asset management. Jones Financial Consulting, LLC provides financial planning and related services to individuals and families, emphasizing long-term, buy-and-hold portfolios constructed from core model allocations customized through risk profiling. The firm operates as a fee-only adviser and offers a wrap-fee program that combines advisory services and trade execution, primarily serving clients engaged for planning services.
Based on Jones Financial Consulting, LLC
Initial fixed fee $1,000 to $2,000 (negotiable); annual retainer fee $1,000 to $5,000 (negotiable).
$200 per hour for financial planning services.
Annual retainer fee payable quarterly in advance, $1,000 to $5,000 depending on complexity.
Account minimum: $100,000 Fee-only: Financial planning fees on hourly, fixed, and retainer basis; Fixed fees negotiable, initial fixed fee $1,000 to $2,000, annual retainer fee $1,000 to $5,000, hourly fee $200/hour.
Banbury Place, Building 2; Suite 405 C
Eau Claire, WI 54703
Wisconsin
Jones Financial Consulting, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Eau Claire, WI
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ChFC®, Series 63, Series 65
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Series 65
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Top Shelf Advisors
Series 65
Eau Claire, WI
C.R. Haupt LLC
Series 65, Series 66
Eau Claire, WI
Jeske Asset Management, LLC
Series 63, Series 65
Eau Claire, WI
McKinley Money, LLC
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