Insights

Growth potential Mid-sized financial services firm with revenue in the multi-million range and a clearly stated focus on retirement planning, income and tax strategies, indicating opportunities to upsell advanced tax-efficient income solutions, estate planning integrations, and ongoing financial planning services.

Technology stack Active use of digital marketing and cloud infrastructure tools (The Trade Desk, Hotjar, WP Rocket, AWS, WordPress, Webflow) suggesting readiness for data-driven client acquisition, personalized outreach, and scalable onboarding campaigns that can be leveraged for lead generation and retargeting.

Compliance channel Investment advisory services offered through AE Wealth Management, LLC with explicit note of non-affiliation; potential cross-sell of advisor/ROU services, compliance-aligned marketing messaging, and collaboration opportunities with AEWM to access broader collective offerings.

Market positioning Comparables show strong industry peers with large employee bases and reputational reach; Jones Advisory Group can target mid-market high-net-worth individuals seeking retirement income solutions, differentiating on personalized planning, tax efficiency, and relationship-centric service.

Engagement opportunity Small to mid-sized team (11-50 employees) implies agility for targeted campaigns, referral programs, and executive-level outreach; potential for a pilot program around bundled services, client education events, and scalable client nurturing to drive higher lifetime value.

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Jones Advisory Group, LLC Tech Stack

Jones Advisory Group, LLC uses 8 technology products and services including The Trade Desk, Hotjar, WP Rocket, and more. Explore Jones Advisory Group, LLC's tech stack below.

The Trade Desk
Advertising
Hotjar
Analytics
WP Rocket
Caching
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Mimecast
Email Security
Webflow
Page Builders
Adobe Fonts
Web Fonts

Jones Advisory Group, LLC's Email Address Formats

Jones Advisory Group, LLC uses at least 4 email formats:

Jones Advisory Group, LLC Email Formats	Example	Percentage
First@jonesadvisory.net	John@jonesadvisory.net	64%
F.Last@jonesadvisory.net	J.Doe@jonesadvisory.net	18%
Last@jonesadvisory.net	Doe@jonesadvisory.net	13%
First.Last@jonesadvisory.net	John.Doe@jonesadvisory.net	5%

Frequently Asked Questions

What is Jones Advisory Group, LLC's phone number?

You can contact Jones Advisory Group, LLC's main corporate office by phone at

+1-785-215-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jones Advisory Group, LLC's official website and social media links?

Jones Advisory Group, LLC's official website is jonesadvisory.net and has social profiles on LinkedIn.

How much revenue does Jones Advisory Group, LLC generate?

As of September 2026, Jones Advisory Group, LLC's annual revenue is estimated to be $25M - $50M.

What is Jones Advisory Group, LLC's NAICS code?

Jones Advisory Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Jones Advisory Group, LLC have currently?

As of September 2026, Jones Advisory Group, LLC has approximately 27 employees across 4 continents, including North America, Europe and Africa. Key team members include Senior Vice President Of Business Development: J. C., Regional Vice President / Financial Advisor: C. G. and Financial Analyst: P. H. Explore Jones Advisory Group, LLC's employee directory with LeadIQ.

What industry does Jones Advisory Group, LLC belong to?

Jones Advisory Group, LLC operates in the Financial Services industry.

What technology does Jones Advisory Group, LLC use?

Jones Advisory Group, LLC's tech stack includes The Trade Desk, Hotjar, WP Rocket, Amazon Web Services, WordPress, Mimecast, Webflow and Adobe Fonts.

What is Jones Advisory Group, LLC's email format?

Jones Advisory Group, LLC's email format typically follows the pattern of First@jonesadvisory.net. Find more Jones Advisory Group, LLC email formats with LeadIQ.

When was Jones Advisory Group, LLC founded?

Jones Advisory Group, LLC was founded in 2008.

Jones Advisory Group, LLC

Q: How many employees does Jones Advisory Group, LLC have currently?

Jones Advisory Group, LLC has approximately 27 employees.

Q: What technology does Jones Advisory Group, LLC use?

Jones Advisory Group, LLC's tech stack includes Hotjar, Cloudflare Bot Management, Facebook Pixel, Google Fonts API, Webflow.

Q: What is Jones Advisory Group, LLC's NAICS code?

Jones Advisory Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesKansas, United States11-50 Employees

Jones Advisory Group, LLC operates in the financial services sector with a focus on retirement planning that emphasizes income, tax savings, and risk management. The firm builds customized strategies by evaluating a client's current financial position and aligning it with future objectives, clarifying where they are now and how they might progress.

Based in Topeka, Kansas, the firm serves individuals seeking retirement income and tax planning solutions. Investment advisory services are provided by duly registered professionals through AE Wealth Management, LLC, and Jones Advisory Group is not affiliated with AE Wealth Management. The company operates as a smaller, client-focused practice emphasizing a structured planning process to translate current finances into a roadmap for the future.