D. Alfred  Jones,  CFP<sup>&reg;</sup> - Financial Advisor

D. Alfred Jones, CFP®

President

Jones Financial Consulting, LLC

800 Wisconsin Street, Bldg DO2, Suite 405C
Eau Claire, WI 54703
FINANCIAL ADVISOR'S WEBSITE
(715) 577-2778 CONNECT WITH D. Alfred
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General

D. Alfred Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jones Financial Consulting, LLC in Eau Claire, WI and the surrounding communities.

Financial Advisor Overview

My focus is providing "fee-only" financial advice to my clients approaching and entering retirement. I am not compensated by the sale of investment or insurance products.

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Financial Advisor Experience

I have over 20 years experience providing financial services as a fiduciary to my clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - NAPFA-Registered Financial Advisor

Insurance Licenses

  • Life insurance: Wisconsin
  • Health/disability insurance: Wisconsin
  • Fixed annuities: Wisconsin
  • Variable annuities: Wisconsin

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources