John Jones
John Jones is a registered investment advisor at Personal Benefit Financial, based in Lakewood, CO, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients.
Compensation
Firm Size
IM Fee
Fee Structure
To continue financial planning services with Personal Benefit Financial, clients are billed $250 annually for an annual review, ongoing needs, questions, phone calls, and follow-ups.
Personal Benefit Financial provides financial planning services for specific issues or comprehensive financial planning for a fee that ranges from $250 to $1,250 depending on client needs.
Location
870 Kipling Street, Suite A and B, Lakewood, CO, 80215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a registered representative with Kestra Investment Services, LLC, offering insurance and investment advisory services. He also works as an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating about half his time to each role.