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Vm Jones Financial Consulting, LLC (Tempe)


Vm Jones Financial Consulting, LLC is a large advisory firm based in Tempe. It manages $39.43 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Arizona.

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Vm Jones Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vm Jones Financial Consulting: assets under management

The assets under management (AUM) of Vm Jones Financial Consulting, LLC is $39.43 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $38.02 million in discretionary accounts and $1.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $380.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vm Jones Financial Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tempe

The principal office where Vm Jones Financial Consulting, LLC performs its advisory services is located at 2055 E. Warner Road, Tempe, AZ 85284, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-756-6010 or by fax 480-756-6018. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.vmjonesfinancial.com.


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