Advisor at Jones & Co Wealth Management, Inc
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 & Co Wealth Management, Inc
Location
Murphy, NC
Credentials
Series 63, Series 66
Industry experience
18 years
Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.
Based on Jones & Co Wealth Management, Inc
Flat-fee services (specific amounts not stated)
$150/hour
Fee-only: $150/hour
Murphy, NC
South Carolina
Northern Virginia Community College
2014 - Present (12 years)
Orangeburg-Calhoun Technical College
2013 - Present (13 years)
Jones & Co Wealth Management
2004 - Present (22 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 65
Hayesville, NC
Steward Partners Investment Advisory, LLC
Series 63, Series 66
Andrews, NC
IFG Advisory, LLC
Series 63, Series 65
Andrews, NC
Credit Union Investment Services
Series 63
Young Harris, GA
VOYA Financial Advisors, Inc.
Series 63, Series 65
Hayesville, NC
Credit Union Investment Services
CFP®, Series 66
Murphy, NC
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")