# Jones Financial Consulting, LLC

> Jones Financial Consulting, LLC is a state-registered investment advisory firm in Eau Claire, WI, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 146800
- Filed as: JONES FINANCIAL CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eau Claire, WI
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146800
- AdvisorCensus page: https://advisorcensus.com/firm/jones-financial-consulting-llc-eau-claire-wi-146800

## Quick answers

**How is Jones Financial Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jones Financial Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jones Financial Consulting, LLC located?**
Jones Financial Consulting, LLC's principal office is in Eau Claire, WI, according to its Form ADV.

**Is Jones Financial Consulting, LLC registered with the SEC or a state?**
Jones Financial Consulting, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146800.

**How much does Jones Financial Consulting, LLC manage?**
Jones Financial Consulting, LLC reports $5,862,403 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Jones Financial Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (3).

**Does Jones Financial Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146800

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,862,403
- Discretionary: $5,862,403
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,299,229 |
| High net worth individuals | 3 | $3,563,174 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- business.eauclairechamber.org/investor-directory/Search/finance-537030
- feeonlynetwork.com/financial-advisor/d-alfred-jones
- jonesfinancialconsulting.com
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/b896a034-6460-47dc-b12f-642710ab70fc
- napfa.org/firm/6177/8876
- plannersearch.org/financial-planner/eau-claire-wi
- LinkedIn @d-alfred-jones-6587a289

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jones Financial Consulting, LLC (CRD 146800): Form ADV filing data as of October 2026.