Dan Jones
DJ Financial · Roseburg, Oregon
Dan Jones is a fee-only financial advisor at DJ Financial in Roseburg, Oregon. DJ Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | DJ Financial |
|---|---|
| Based in | Roseburg, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.3M across 61 accounts |
| SEC registration | Investment adviser representative in OR · CRD 6283202 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Dan's firm compares
- DJ Financial's average account is about $251,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Dan
Is Dan Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dan holds no broker registration, and DJ Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dan charge for financial advice?
Dan's firm, DJ Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Dan Jones based?
Dan Jones is based in Roseburg, Oregon.
Is Dan Jones registered with the SEC?
Yes. Dan Jones is registered as an investment adviser representative in OR (CRD 6283202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DJ Financial manage?
DJ Financial reports $15.3M across 61 accounts in assets under management.
How do I contact Dan Jones?
Contact details aren't on file yet. Search for DJ Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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