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Capability

Fee-based money management

Suppliers
1
States & provinces
1
Countries
1

1 fee-based money management supplier across 1 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

JONES WEALTH MANAGEMENT

MEMPHIS, TN

Jones Wealth Management Group was launched in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice that educates and helps clients build, manage and maintain wealth. Led by Martavius D. Jones, a Chartered Federal Employee Benefits Consultant, the firm focuses on federal government employees but also serves individuals, families, small businesses, trusts, pension, and retirement plans.

Asset allocationBusiness retirement plan installationComprehensive financial planningEducation planningestate planningFederal retirement benefit analysisInsurance needs modelingretirement planningRetirement plan rollover/distribution managementTax planning

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