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Joshua Lee Jones

THE Wealth Consulting Group

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About Joshua Lee Jones

Joshua Lee Jones is a financial advisor with over 18 years of experience. Joshua is currently registered with The Wealth Consulting Group and has a Series 7 and Series 66 license. Joshua specializes in retirement planning, investment management, and financial planning for high-net-worth individuals. Previously, Joshua has also worked with Edward Jones and LPL Financial LLC. Joshua is committed to helping clients achieve their financial goals.

Firm Information

Joshua Jones is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Jones’s Registration & Firm History

NV

07/14/2023 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

KS

06/13/2013 - 08/25/2016

LPL FINANCIAL LLC (WICHITA KS)

KS

10/12/2004 - 06/14/2013

EDWARD JONES (WICHITA KS)

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Licenses & Designations

BOTH

Issued 02/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Lee Jones.
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