D. Alfred Jones
CFP®, MBA, JD
Jones Financial Consulting, LLC
President and Financial Advisor
Fee Only Financial Planner Located in Eau Claire and Serving Clients throughout Wisconsin
D. Alfred (Al) Jones is the founder and sole owner of Jones Financial Consulting, LLC. For over 25 years, Al has enthusiastically counseled, educated, and advised clients regarding financial issues including retirement planning, investments, and estate planning. He formed Jones Financial Consulting in 2007 because he recognized that individuals are searching for independent, objective, and unbiased advice. He believes that a client making informed confident decisions is the key to the client’s long term financial success.
Al is a fiduciary for his clients. This means his advice and guidance is strictly in the client’s best interest. Typically Al provides comprehensive financial planning because it is important to coordinate many aspects of a client’s financial life. Al does not sell investment or insurance products. He is compensated by his clients strictly for the advice and assistance he provides.
Al and his wife are transplanted Iowans who love living in northern Wisconsin. They moved to Eau Claire from Green Bay in 1992 when Al was chosen to manage the trust and investment division of a local bank. Al is a Certified Financial Planner (CFP®) with a Juris Doctorate degree from the University of Iowa. He earned a Master of Business Administration degree from UW-Eau Claire and has lectured in the College of Business.
He is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA). Al has been a volunteer Big Brother and a Literacy Volunteer tutor. He currently serves on the board of the Chippewa Valley Museum.
D. Alfred Jones is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Our services are flexibly designed for clients who:
- take a do-it-yourself approach but want another opinion or a sounding board;
- work with several advisors and want an independent resource to coordinate services and advice from multiple sources;
- want to delegate investment management responsibility over some or all of a portfolio to Jones Financial Consulting, an independent Registered Investment Advisor.
Jones Financial is best suited for individuals and families who want to gain peace of mind over a broad range of interrelated financial topics rather than address one narrow issue. Our services are designed for clients who prefer personal financial advice from a specialist who does not sell financial products.
We invest considerable time advising each client because we take this process and your satisfaction very seriously. You will also invest time in this process to make sound decisions. Working with Jones Financial is a mutual commitment to thoughtfully make the best decisions in a world of change and uncertainty. This is a working partnership as we help you achieve your financial goals.
It is not our objective to become a large business with hundreds of clients. Rather, we choose to have a limited number of clients so we can provide each with close personal attention.
Client meetings may be held at your office or home, our office, or another convenient location that offers privacy and is conducive to open discussion.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Approaching retirement and recently retired
- Owners Selling a Business
- Widows and Widowers
- Inexperienced Investors
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Virtual Meetings
Professional Designations & Affiliations
D. Alfred Jones is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
D. Alfred Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
D. Alfred Jones is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact D. Alfred Jones
800 Wisconsin Street
Eau Claire, WI 54703