Featured Business Financial Advisor in Eugene, OR
Eugene Financial Advisors
Jones & Roth
260 Country Club Rd, #100
Eugene, OR 97401
(541) 687-2320
“The Right People Beside You”
Advisor Profile
Matt Adams, CFP, CLU, ChFC
Name:  Matt Adams, CFP, CLU, ChFC
Phone Number:  (541) 687-2320
Website:  Visit Website

About Jones & Roth

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.

Investment Planning

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.

Retirement Planning

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.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
CRD#:    2354504
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    8
States Willing to do Business in:    Blachly,Brownsville,Cheshire,Creswell,Dexter,Dorena,Elmira,Eugene,Halsey,Harrisburg,Junction City,Lorane,Lowell,Marcola,Monroe,Noti,Pleasant Hill,Springfield,Veneta,Walterville
Work Experience:    I earned the CERTIFIED FINANCIAL PLANNER designation in 2004.
Name of Custodial Firm:    National Financial Services
Name of Broker/Dealer:    1st Global Capital Corp
Firm CRD#:    30349
 

Services

Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 7, Series 4
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), CLU®, ChFC®, CFP®
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Advisor's Number of Planning Clients:    50
Assets Managed by Advisor:    $125,000,000
Firm's Number of Clients:    200_
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Fee % Based on Assets:    1% - 1.5%
Additional Details on Charges:    Financial Planning fees start at $500 Investment advisory Fee ranges from 1% to 1.5% If a commission based solution is used, it is fully disclosed and no fee is charged on the account.
Compensation Methods:    Commissions, Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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