Susan
Jones
Financial Enhancement Group
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About this Advisor
Susan Jones is a financial advisor who works in Anderson, Indiana with 4 years of industry experience. Jones is an advisor for Financial Enhancement Group. They have been with Financial Enhancement Group for their entire career. Jones maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Indiana. Financial Enhancement Group is a registered investment firm that has its headquarters in Anderson, IN. The company has offices in four locations and a total of 20 advisors. It handles $636 million in assets under management among its 3,204 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 3,204 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Financial Enhancement Group performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which service is provided. However, fee types billed by Financial Enhancement Group may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Enhancement Group Brokerage Details
$635,755,960
20
3,204
$198,426
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Jones Work History
Susan has been registered as a financial advisor for 4 years.*
Financial Enhancement Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Enhancement Group
Anderson, IN
Anderson, IN
Anderson, IN
Indianapolis, IN
Anderson, IN
Lafayette, IN
Oceanside, CA
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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