David Jones is a CFP-designated registered investment advisor at Jones Financial Consulting, LLC, based in Eau Claire, WI, with 17 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, Financial Planning & Coaching, High Net Worth, and 5 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% |
Fee Estimator
Contact
David Jones
Location
Eau Claire, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jones Financial Consulting, LLC
State Registrations1 state
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Exams
Additional Information
Our services are flexibly designed for clients who: