Jones Advisory Group

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Jones Advisory Group JAG is an independent financial planning organization that focuses on income, tax, and IRA planning for pre-retirees and retirees.

Investment advisory products & services made available through AE Wealth Management, LLC, a registered investment advisor. Take comfort in your financial future knowing that all aspects of your financial life are working together efficiently and effectively towards your ultimate retirement goals.

11/02/2026

This month, we’re talking RMDs! 💰
 
So, what exactly is an RMD? It stands for Required Minimum Distribution, which is a minimum amount you may be required to withdraw each year from certain retirement accounts.
 
Not sure if you need to take an RMD, how much you need to withdraw, or how it all works? 🤔
 
Give your JAG Team a call! We’re here to help you understand your options and make a plan. 

📞 785.215.6675

10/30/2026

The finishing touches are going up...👀

We’re getting closer to the big reveal! What do you think we’ve been up to at JAG?

Drop your guesses below! ⬇️

What’s scarier than a haunted house? 👀Not knowing if you’re ready for retirement.Getting hit with an unexpected tax bill...
10/29/2026

What’s scarier than a haunted house? 👀

Not knowing if you’re ready for retirement.
Getting hit with an unexpected tax bill.
Trying to navigate Medicare on your own.
Or realizing your financial plan is years out of date. 😱

Don’t let your finances haunt you. Let’s make a plan.

Contact your JAG Team at 785.215.6675!

10/28/2026

Who's looking for a job? 👀

We’re hiring at Jones Advisory Group!

We’re looking for a Client Service Specialist to join our team in Topeka.

This is a great opportunity for someone who is organized, detail-oriented, enjoys helping people and takes pride in making sure things get done right. You’ll work closely with our advisors and clients, help process new business and service requests, and play an important role in delivering the level of service our clients expect from JAG.

A few highlights:
• $50,000 annual compensation, based on experience
• Monday-Thursday, 8:30 a.m.-5 p.m.
• Friday, 8:30 a.m.-1 p.m.
• Opportunity to grow your knowledge of the financial services industry
• Collaborative, client-focused team environment

Financial services experience is helpful, but we’re also interested in people with strong client service skills, attention to detail and a willingness to learn.

Know someone who would be a great fit? Tag them, share this post or send them our way!

https://www.jonesadvisory.net/careers -form

10/27/2026

The scariest thing? Having no financial plan. 👻

Ready to face your financial fears?

📞 Call your JAG Team at 785.215.6675

Big things are taking shape at JAG…👀We’ve been putting the pieces together behind the scenes, and we’re getting closer t...
10/26/2026

Big things are taking shape at JAG…👀

We’ve been putting the pieces together behind the scenes, and we’re getting closer to the big reveal. 🧩

Can you guess what’s coming?

11.18.2026

Our October Rockstar of the Month is…Cole! ✨Cole is the teammate who is always willing to jump in, lend a hand, and go t...
10/23/2026

Our October Rockstar of the Month is…Cole! ✨

Cole is the teammate who is always willing to jump in, lend a hand, and go the extra mile for both our team and our clients. He’s dependable, hardworking, and never hesitates to step up when he’s needed.

Last month, when the Marketing team needed someone to fill in and speak at an event, Cole didn’t hesitate to jump in and help. And not only did he step up, he absolutely crushed it! He connected with our attendees, shared his knowledge, and even got a few laughs along the way. We’d say that’s a win! 👏

Whether it’s supporting a teammate or finding a way to better serve our clients, Cole is always willing to do whatever he can to help. His flexibility and willingness to step outside of his usual role make him someone our team can truly count on.

Cole, you’re a rockstar! ⭐

As we wrap up our week celebrating  , let’s bring it back to the BIG picture.Earlier this week, we started by talking ab...
10/23/2026

As we wrap up our week celebrating , let’s bring it back to the BIG picture.

Earlier this week, we started by talking about what financial planning really is. And, how it goes far beyond investments and saving for retirement.

Then, we shared what financial planning looks like at JAG and how we bring the different pieces of your financial life together.

Now, it’s time to check in on your own plan. Ask yourself:

✔️ Am I still on track for retirement?
✔️ Has my income or spending changed?
✔️ Am I taking advantage of tax-saving opportunities?
✔️ Are my investments still aligned with my goals?
✔️ Does my financial plan still reflect the life I want?

If you don't have answers for some of these questions, it may be time for a financial planning check-in.

Your life is BIG. Your financial plan should be, too.

Questions? Call your JAG Team at 785.215.6675.

Yesterday, we talked about how financial planning is about more than your money. Today, let’s talk about what that looks...
10/21/2026

Yesterday, we talked about how financial planning is about more than your money.

Today, let’s talk about what that looks like at JAG. 💙

We take a big-picture approach to financial planning. We look at the different pieces of your financial life and, more importantly, how they work together.

From retirement and investments to taxes, healthcare, Medicare, and legacy planning, our goal is to help you make thoughtful decisions today that support the life you want tomorrow.

Because you have a BIG life. Your financial plan should help you make the most of it.

October is National Financial Planning Month! 🎉But what exactly does financial planning mean?It’s more than investments ...
10/20/2026

October is National Financial Planning Month! 🎉

But what exactly does financial planning mean?

It’s more than investments or saving for retirement. It’s about looking at the full picture, from your income and investments to taxes, healthcare, retirement, and your legacy, and understanding how every piece works together to support your bigger financial goals.

At JAG, we believe your financial plan should be built around your life, your goals, and what matters most to you.

This month, take a moment to ask yourself: Does my financial plan still reflect the life I want to live?

Address

Topeka, KS

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

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