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Take Control of Your Financial World

     I am pleased and excited to announce the introduction of a new technology platform at Jones & Company that will allow users to pull all of their financial accounts together in one secure location.  Whether it is your bank checking account or employer retirement plan your Personal Financial Management website allows you to connect all of your investment accounts for a consolidated view of your entire financial picture.
     The system provides a detailed view of your investments that is updated daily.  It allows you to track your spending and set budgets to help you reach your savings goals. The system is available on  mobile devices and tablets.  It has a vault that allows you to safely store important financial and legal documents.  There are interactive tools that allow you to create different financial scenarios to help you make important decisions about your business, investments, retirement and your legacy.
     Click on the photo below to view a short video that details the website and call me if you want to know more.
INVEST is not affiliated with eMoney Advisor or its affiliates.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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