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.

27/05/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

21/05/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
18/05/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

18/05/2026

One question that changes everything: What do I actually need from my career? 🤔 Author Simone Stolzoff makes the case that until you can answer that, every money decision feels harder than it has to be. Once you know what “enough” means to you, budgeting actually starts to feel freeing. That’s the kind of clarity a solid financial plan can help you find. When you’re ready to start building yours, let’s talk.

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...
18/05/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. http://spr.ly/6184BBuFoQ

13/05/2026

I want to help your money with all the big plans you have this summer. Reach out to learn more.

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
11/05/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. http://spr.ly/6184BB3dnq

06/05/2026

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...
04/05/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. http://spr.ly/6180BBK7Wm

30/04/2026

For a lot of buyers, the biggest obstacle isn't finding the right home—it's feeling like the finances aren't there yet. 🏠 But there may be more help available than you realize. Grants, assistance programs, local incentives—most buyers never even look for them. If you want to talk through what's out there and how it fits your bigger picture, I'd love to help.

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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