Financial Advisory Services
Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual.
Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs.
Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction.
No cookie cutter approach
You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work.
Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations.
We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.
Firm Start Year
No. of Employees
Name of Broker/Dealer
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Firm's Number of Clients
Advisor's Number of Planning Clients
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
Additional Details on Charges
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosureshttps://www.financialadvisor.net/disclosure/1881391/financialadvisor-jones-&-roth-detailed-disclosure