Jones Financial

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Jones Financial Jones Financial is a boutique wealth management firm based in Lakewood, Colorado that works with select clients across the United States.

Jones Financial is a national practice bringing the expertise and depth of capability needed to help high-net-worth families, business owners, and successful professionals discover, plan and implement sophisticated wealth management strategies for a secure financial future. We understand the unique and complex wealth management needs and challenges that come with acquiring, managing, and preservin

g substantial financial assets. As a member of the Northwestern Mutual Private Client Group, we bring an elevated wealth management experience that combines our specialized expertise and client service with the financial strength and extensive resources of Northwestern Mutual. Our comprehensive financial planning and asset/risk management services along with our core principles of personal service, mutuality, and fiduciary responsibility are focused on our client's best interest. Giving back to the communities we serve is a value deeply rooted in Jones Financial. The Jones Financial Annual Golf Benefit is a fundraiser to help Alex’s Lemonade Stand move one step closer to finding a cure for all children fighting cancer. The Jones Financial team, associates, clients, and community partners have raised over $500,000 in the five years since starting the golf event, including $145,000 in 2023 alone. The team also regularly supports The Action Center, a local organization that helps those in our community experiencing hardship and offers the resources and services needed to stabilize lives and promote pathways of lasting change.

Trying to check off your bucket list? Let’s create a plan that helps you reach your short and long-term goals so you wil...
13/08/2026

Trying to check off your bucket list? Let’s create a plan that helps you reach your short and long-term goals so you will have the peace of mind to book your dream trip. Let’s chat and prepare for what’s next.

11/08/2026

When life feels like a lot, listen to your inner voice. Especially if it’s telling you to reach out to me so we can get started on your financial plan.

10/08/2026

Thinking about pausing your career to take care of your growing family? You’re not the only one—most parents are navigating this same shift. 🔄 But the ones who come out ahead go in with a plan. If you’re figuring out what this season of life means for your family and your finances, I’d love to help. Let’s connect.

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan a...
10/08/2026

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. http://spr.ly/6182BEpEjs

05/08/2026

Take a deep breath. I can help you adjust those numbers so you can be relaxed and calm more than 2% of the time. The right financial plan can help. Let’s chat.

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction....
03/08/2026

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction. http://spr.ly/6188BDLuNY

28/07/2026

You've got things to do and places to go. But in this economy, it's tough to even get off the ground. So make me your co-pilot, and let's make a plan for you to take off.

27/07/2026

One of the most common things I see with clients? They’re waiting for the right moment to start their financial plan. 💸 Waiting for the raise to come through, for interest rates to normalize, for the year to feel less chaotic. But here’s the truth: That moment rarely ever comes. Starting to plan today—even when things feel messy—is always a better call. If you’re in that holding pattern, I’d love to help.

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potentia...
27/07/2026

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potential. http://spr.ly/6185BDMUvL

24/07/2026

Inflation. The job market. The rise of AI. No wonder so many people feel stuck. I'm here to help you get unstuck. Let's make a financial plan that gets you moving forward.

Address

CO

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+17209636980

Website

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