John Jones is a CFP-designated registered investment advisor at Precision Wealth Strategies, LLC, based in Georgetown, TX, with 13 years of industry experience. John 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, Investment Management, and 2 more. Their firm serves 342 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWS charges an annual advisory fee, either fixed or based on a percentage of your portfolio. The percentage typically ranges from 1% to 2.2%. For some clients, PWS uses a tiered schedule, where the percentage charged depends on the amount in each tier. Fees for directly-managed held-away accounts, such as 401(k)s, may be billed directly to the client.
Location
Georgetown, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a passive owner/board member of JF Jones Property Management since 2012, with minimal time commitment. He also volunteers as Chief Financial Officer for Church of Whitestone, dedicating about 10-20% of his time to financial oversight.
Employment History
Current Registrations
Precision Wealth Strategies, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Mwa Financial Services INC.Broker
State Registrations2 states
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.