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
- 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.
INVESTMENT MANAGEMENT FEES
Maximum assets under management fee 1% with reductions based on account values.
FINANCIAL PLANNING SERVICES
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
HOURLY PROJECT BASED CONSULTING SERVICES
SUBSCRIPTION BASED FINANCIAL PLANNING SERVICES
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.
*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