David Jones
Jones Financial Consulting · Eau Claire, Wisconsin
David Jones is a fee-only financial advisor at Jones Financial Consulting in Eau Claire, Wisconsin, who holds the CFP credential. Jones Financial Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Jones Financial Consulting |
|---|---|
| Based in | Eau Claire, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.9M across 15 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2002891 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | business.eauclairechamber.org/investor-directory/search/finance-537030 |
How David's firm compares
- Jones Financial Consulting's average account is about $391,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about David
Is David Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Jones Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Jones Financial Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Jones based?
David Jones is based in Eau Claire, Wisconsin.
What credentials does David Jones hold?
David Jones holds the CFP credential.
Is David Jones registered with the SEC?
Yes. David Jones is registered as an investment adviser representative in WI (CRD 2002891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jones Financial Consulting manage?
Jones Financial Consulting reports $5.9M across 15 accounts in assets under management.
How do I contact David Jones?
Through David's website, business.eauclairechamber.org/investor-directory/search/finance-537030.
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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