J
Jones & Co. Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Jones & Co. Wealth Advisory is an independent investment adviser that emphasizes services for institutional and pooled-vehicle clients — including pension and profit-sharing plans, donor-advised funds, foundations, charities, and employer retirement plans — rather than a broad retail client base. In its most recent Form ADV filing the firm reported $0 in regulatory assets under management as of January 19, 2026.
The firm provides discretionary, custom portfolio management using a goal‑oriented process that aligns allocations with a client’s comfort level and stated restrictions; its primary investment style is value investing, supplemented by fixed‑income, high‑dividend, defensive, and growth allocations. Clients grant limited power of attorney for trading, and the firm aggregates household accounts for account‑minimum and fee‑calculation purposes.
Jones & Co. is a single‑advisor, owner‑operated firm whose background includes experience in central banking operations and large-scale fund administration, experience the brochure cites as informing its institutional operational approach. The firm prefers custody at Charles Schwab & Co., notes receipt of informal soft‑dollar research benefits, and uses direct fee deduction from client accounts (constructive custody), all arrangements the brochure identifies as matters the firm manages and discloses.
Client services
Portfolio management
Expertise
Wealth management
Equity compensation tax strategy
Retirement income strategy
Income planning
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $250,000: 1.20% (Value, High Dividend, Defensive, Growth strategies); 0.75% (Fixed Income strategy) $250,000+: 1.00% (Value, High Dividend, Defensive, Growth strategies); 0.75% (Fixed Income strategy)
Account minimum: $250,000 Minimum fee: Minimum annual fees range from $2,000 to $3,000 depending on the investment strategy Fee-only: Fee-only firm compensated by clients via asset-based fees; no commissions or other compensation
Main office location
Jones & Co. Wealth Advisory
St. Joseph MO, United States
Number of offices
1
Most active in
Jones & Co. Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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