Dan Jones is a registered investment advisor at Dj Financial, based in Roseburg, OR, with 12 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 16 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DJ Financial's fee for investment management is negotiated as a percentage of the value of your portfolio, ranging from 0.10% to 1.5% per year. The exact percentage depends on the size of your portfolio and the services required. DJ Financial can also negotiate hourly arrangements for limited investment management services, which include one-time setup fees, annual minimum fees, and an hourly rate.
Location
525 NE Stephens, Roseburg, OR, 97470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dan is a CPA sole proprietor offering tax consulting services since 2014, working full-time. He also serves as a Director on the Board of Oregon Pacific Bank.
Employment History
Current Registrations
Dj Financial
Previous Registrations
Dj Financial
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.