David Jones is a CFP-designated registered investment advisor at Jones Financial Consulting, LLC, based in Eau Claire, WI, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 9 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Asset management is available only to clients who engage Jones Financial Consulting for comprehensive financial planning. Fees are not negotiable.
Fee Estimator
Contact
David Jones
Location
Banbury Place, Building 2; Suite 405C, Eau Claire, WI, 54703
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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 →Employment History
Current Registrations
Jones Financial Consulting, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our services are flexibly designed for clients who:
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