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316.262.5015 316.687.0451

Jones & Company specializes in providing comprehensive wealth management services to individuals, families, and business owners. We are committed to serving our clients as unique partners who require individualized solutions and comprehensive strategies, empowering them to make their own decisions. Above all else, we value the relations and trust we build.

  • Stocks, Bonds, Mutual Funds and Exchange Traded Funds
  • Investment Management and Advisory Services
  • Alternative Investments
  • Annuities
  • Education and Health Savings Plans
  • IRAs, 401(k) and 403(b) plans


We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. Using a fiduciary standard, we also provide personalized and independent advice, putting your needs and best interests first.


Maximum assets under management fee 1% with reductions based on account values.

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We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple – and often competing – financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.

  • Asset Allocation Review
  • 401(k) Advice
  • Retirement Income Planning
  • Insurance Reviews
  • Budget Reviews
  • Cash Flow Analysis
  • Employer Stock Plan Advice
  • Estate Plan Reviews
  • Long Term Care Planning
  • Estate Settlement/Asset Transfers
  • Social Security Planning
  • Health Care Expense Planning
  • Special Needs Planning
  • Charitable Gift Planning




Initial service fee of $1,000 and monthly subscription fee of $75

Includes Comprehensive Plan, ongoing maintenance, all the services listed above and access to eMoney Personal Finance portal.

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*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.


Through selected insurance brokerages and carriers, Jerry is able to offer a wide range of insurance products including:

  • Fixed life insurance: Term, Whole Life, Universal Life
  • Long-Term Care Insurance
  • Critical illness and Accident Insurance
  • Disability Insurance
  • Office Overhead Expense Insurance
  • Health Insurance – Medicare Supplement, Medicare Advantage, Prescription Drug Plans
  • Final Expense Insurance

Call Jerry today at 316.262.5015 or book an appointment below for a complimentary insurance review or to request a quote.


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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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