VM JONES FINANCIAL CONSULTING, L.L.C.

Overview

VM Jones Financial Consulting, L.L.C. is an independent registered investment adviser organized as an LLC that serves individual, family and small institutional clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also offers pension consulting work. Fee arrangements are flexible — the firm charges a percentage of assets under management and also uses hourly and fixed-fee structures for planning or discrete engagements. On the investment side the firm shows a clear equity preference. Publicly traded equities and exchange-traded instruments are the primary building blocks of client portfolios, while mutual funds are used as supplemental diversifiers. The firm also allocates to real estate through third-party managers, signaling a willingness to incorporate alternative real assets alongside listed securities. VM Jones Financial implements client mandates on a discretionary basis through a single primary custodian.

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Public Holdings

Investments & Alternatives

Location & Offices