Request Appointment Name* First Last Phone*Email* How would you prefer we reply to your message? Email Phone No Preference How did you hear about Jones Financial Group?How much are you looking for us to invest/manage?Do you know the difference between Managed and Brokerage (self-directed) accounts? Yes No Do you follow your risk tolerance? Yes No Have you had, or are you expecting, a major life transition (i.e. marriage, job change, death)? Yes No Specify type of transition:Do you currently pay for financial services? Commissions Management Fee None Please share any other information you feel is relevant:
