Jones Advisory Group and Jones Wealth Management, LLC are affiliates. Brian Karl Jones, President of Jones Advisory Group and Managing Principal of Jones Wealth Management, LLC, owns both organizations. Jones Advisory Group offers insurance and annuity-related products. Jones Wealth Management, LLC is an Investment Advisor registered pursuant to the laws of the State of Tennessee. Our companies only conduct business where licensed, registered or where applicable exemption or exclusion are afforded. This information is general in nature and should not be construed as recommendations for the purchase or sell of any securities or financial products. This is not an offer of services in any jurisdiction where the firms are not authorized.
This information is designed to provide general information on the subjects covered. The generalized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company.
Insurance and annuity products offered through Brian Karl Jones, licensed in TN, License #: 2543001
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.
There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.
WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.