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Affiliated Advisors

EXTENDED ADVISORY NETWORK

Locally and across the country, Northwestern Mutual advisors look to Jones Financial for more profound expertise and capability in investment management and elevated wealth management services. Advisors partner with us to help them achieve better results for their most valued clients. They want to be able to address gaps and optimize solutions for investment and wealth management planning that minimizes risk and achieves tax efficiencies. Advisors who come to Jones Financial understand how their clients can get far greater value from a select group of expert advisors and elevated wealth management services.

Logan Domenico CFP®, CLU®, ChFC®, RICP®

Financial Advisor

Shawn W. Copeland CLTC®

Wealth Management Advisor

Tricia Fleckenstein CFP®

Financial Advisor

Jerome Ortega

Financial Advisor

Travis Scott Beyerl

Financial Advisor

Samuel Evan Frazier CFP®

Financial Advisor

Richard James Wick

Managing Director

Scott W. Houghton RICP®, WMCP®

Wealth Management Advisor

Christa Leigh Szalach

Financial Advisor

Nate Ewing

Financial Representative

Daniel Bello

Financial Representative

Longda Yin M.S.

Financial Representative