Jones Advisory Group, Llc
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy that takes into account your current financial situation and aligns it with your future financial goals and objectives. Your strategy will clearly depict where you are financially today and where you will be in the future. Our firm’s goal is to provide you with the ultimate financial service experience. We want you to come away with that “wow feeling” as we assist you with your goals and dreams. We feel fortunate that we have created some incredible relationships along the way. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Jones Advisory Group are not affiliated companies.
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Verified contacts
23
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
143
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- CG
Craig Gordinier
Regional Vice President Financial Advisor · Sales & Business Development
EmailPhone - TK
Tim Krueger
Senior Vice President of Business Development · General Business & Management
EmailPhone - KR
Keri Reed
Client Service Manager · Customer/Client Service
EmailPhone - JW
Josh Wyatt
Financial Advisor · Finance & Accounting
EmailPhone - CJ
Chris Jones
Founder · General Business & Management
EmailPhone - MJ
Megan Jones
Founder & President · General Business & Management
EmailPhone - KF
Kelly F.
Customer Service Manager · Customer/Client Service
EmailPhone - JL
Jake Lindstrom
Financial Advisor · Finance & Accounting
EmailPhone - JM
Jayde Madel
Financial Analyst · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Jones Advisory Group, Llc
16 distinct titles indexed · top 10 shown.
- 3financial advisor
- 3financial analyst
- 2client support specialist
- 2event coordinator
- 1&,
- 1administrative assistant
- 1chief operations officer
- 1client service manager
- 1customer service manager
- 1event coorinator
- +6more titles
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