Jones Gregg Financial, LLC

Jones Gregg Financial provides financial planning, consulting, and portfolio management to individuals (including high‑net‑worth clients), defined contribution and defined benefit plans, and business entities. Offerings include written financial plans, business and real estate consulting, investment supervisory services, and the selection or referral of third‑party managers and record‑keeper platforms.

The firm builds an Investment Policy Statement for each client, monitors portfolios, and generally delivers investment advice to retail clients on a non‑discretionary basis while exercising discretionary authority for certain qualified retirement plans. Its investment process draws on charting, fundamental, technical and cyclical analysis and implements both long‑ and short‑term trading strategies, and the firm may direct clients to third‑party managers and custodians (including relationships with Brinker Capital and SEI).

Jones Gregg Financial is notable for the scale of non‑discretionary assets it manages — the brochure reports $85,568,719 of non‑discretionary AUM as of 12/31/2025 — and for offering and servicing insurance and other financial products through licensed representatives who may receive commissions. The firm also provides participant education and enrollment workshops for plan sponsors and refers corporate clients to employee‑benefits brokers, arrangements the brochure discloses and that the firm says it manages through client disclosure and consent.