At Jones Financial Group, we have the privilege of working with clients across various life stages—whether mid-career or nearing retirement. We value each client’s unique story and the core values they bring to the client-advisor partnership. Our commitment is to simply focus on understanding each client’s goals and then design and implement personalized investment strategies that help them pursue those goals.
We are a full-service financial advisor firm, offering strategic asset management, which includes comprehensive financial planning. Our work with you begins with understanding your values as well as the financial and life goals you wish to pursue. Together, we lay out a customized financial strategy built around your needs, and then we design investment portfolios aligned with that strategy. In short, everything we do is personalized to match your values and the goals you want to accomplish.
Our clients’ assets are held with LPL Financial, which is the broker-dealer with whom we have chosen to work.
Yes. Once your account has been set up, you can access your account records via the Client Log-in link above. In addition, we provide quarterly performance statements and regular meetings to keep you informed about your account.
Fee-based asset management means that we share a common goal with you: to grow the value of your assets. Instead of commissions, we earn an annual fee based on the market value of the account. Our fee-basis model allows us to offer a full suite of essential services:
- Personalized investment portfolio design geared to your objectives.
- Ongoing portfolio review and management.
- Simplified performance reporting, making it easy for you to monitor your account.
- Ongoing professional advice and timely information.
- Investment changes free of commission charges (nominal transaction fees may apply).
No. We share both our advisor’s fee schedules and the actual fees paid. Actual fees are fully disclosed on the account statements you receive directly from our custodian, LPL Financial, where your accounts are held; fees are also disclosed on the quarterly reports we send to most clients.
Yes. Patricia Jones and Corrie Perez hold life insurance licenses; Patricia also has LTC (long-term care) and disability insurance licenses. Insurance is just one aspect of the strategic asset management services we offer.
Bring a list of any questions you have regarding your current financial situation. Feel free to bring any account statements, budget information, or other financial documents that you feel deserve immediate attention. Bring a list of the dreams and goals you want to work toward, including both short-term and long-term goals.