Brian Jones is a registered investment advisor at Nextgen Financial Advice LLC, based in Elko New Market, MN, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 48 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The Discretionary Advisory Fee is negotiable (in limited situations).
Fee Estimator
Location
Elko New Market, MN
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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 Activities
Brian serves as a FINRA Arbitrator on an as-needed basis. He also dedicates full-time hours to providing care for his children, generally outside of business hours.
Employment History
Current Registrations
Nextgen Financial Advice LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.