Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC®
Wealth Management Advisor

The Jones Financial Group

Our Team Mission Statement

As your trusted advisors, we make our planning process about you—not about us. We are passionate advocates for our clients. The Jones Financial Group strives to understand you and your goals. Then we build your personal financial security plan around you, your family and your business’s future. Our team provides professional guidance, innovative solutions and enduring relationships that help create financial security in an ever-changing world.



We value our clients and work with you

to dream, plan and achieve your goals.

Financial planning does not happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, The Jones Financial Group and our dedicated professional team can help. We understand complex financial issues and the ways in which they may affect your future.

Financial planning requires a commitment of time. Our team will work to understand your current personal and financial circumstances and your goals for the future. We will do more than determine a planning solution. We will build a strategy that is right for you. Together, we will develop a financial plan that balances your short-term needs and your long-term goals.

And we will stay in touch, so as your needs evolve, we can make the changes necessary to your plan to protect your overall financial picture for the future. To learn more about our team, click here.

Plan Now for Your Future

Financial success does not happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, we work with you and your loved ones to coach you as a friend and an advocate. Life’s complexities leave little room for cookie-cutter solutions, so our professional team uses a four-step approach in working with their clients.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.