Good financial strategies usually take a team. We act as your quarterback, coordinating with the CPA and attorney you already trust and bringing in subject-matter specialists when a situation calls for them. Here are the institutions and specialist groups that stand behind our work.
Through Eagle Strategies, Emanuel D. Jones II provides fee-based financial planning, investment advisory services, and access to professionally managed investment programs. Eagle Strategies LLC is a Registered Investment Adviser with the Securities and Exchange Commission and an indirect, wholly owned subsidiary of New York Life Insurance Company.
Jones & Co is proud to be affiliated with New York Life, a mutual company founded in 1845 and one of the largest mutual life insurers in the United States. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care, and disability income solutions.
New York Life's Advanced Planning Group brings together professionals with backgrounds in law, accounting, and financial services who consult on hundreds of business and estate plans each year across all 50 states. That depth of experience becomes part of the insight we bring to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice; please consult your own advisors.
Fidelity is one of the largest financial services firms in the world and a leading custodian for independent advisors. Its institutional platform provides the custody, trading, and account infrastructure behind many of the advisory accounts we manage, so your assets are held by a firm with the scale, security, and reporting clients expect.