Jones Advisory Group

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.

Happy Birthday, Macey! 🎉Wishing you a day filled with lots of laughs, friends, and a little K-State celebration to kick ...
09/07/2026

Happy Birthday, Macey! 🎉

Wishing you a day filled with lots of laughs, friends, and a little K-State celebration to kick off your 21st!

We’re so grateful to have you as part of the JAG team. Here’s to a year filled with new adventures, exciting opportunities, plenty of memories, and lots of reasons to celebrate! Cheers to 21! 🥳

Happy Birthday, Keri! 🎉 Wishing you a day filled with lots of laughs, plenty of coffee, peanut butter M&M’s, and, of cou...
09/07/2026

Happy Birthday, Keri! 🎉

Wishing you a day filled with lots of laughs, plenty of coffee, peanut butter M&M’s, and, of course, a fabulous hair day! 💁‍♀️

We’re so grateful for all you do for our clients and our team. Your heart for teamwork and the people around you makes such a difference at JAG. Here’s to another year filled with great moments, big laughs, and plenty of good hair days!

Please be advised that our offices will be closed on Monday, September 7th, in observance of Labor Day, and Friday, Sept...
09/04/2026

Please be advised that our offices will be closed on Monday, September 7th, in observance of Labor Day, and Friday, September 11th, as our entire team will be volunteering in the community.

Thanks!

Join us for our September Lunch & Learn! 📚🍽️ Estate planning may feel complicated, but it doesn’t have to be. Scott Tadd...
09/01/2026

Join us for our September Lunch & Learn! 📚🍽️

Estate planning may feel complicated, but it doesn’t have to be. Scott Taddiken will walk through the essentials, answer your questions, and share how thoughtful estate planning can help protect what matters most—your loved ones, your assets, and the legacy you want to leave behind.

📅 Wednesday, September 9th
🕦 11:30 AM
🍴 Lunch is on us!
Seats are limited, so be sure to RSVP to reserve your spot.

📲 RSVP by 09/04!
📞 Or call: 785-215-6675
⛓️‍💥 https://shorturl.at/5R5hi

08/28/2026

That’s a wrap! 📈

Great conversations, market insights, and plenty of good questions made for a fantastic evening!

A big thank you to everyone who joined us for our fireside chat with Tom Siomades, Chief Market Economist at AE Wealth Management.

We loved getting to connect, learn, and talk all things markets with our JAG community!

Our latest Rockstar of the Month is…Trey! ✨Trey is the definition of a team player. Even while preparing for and passing...
08/27/2026

Our latest Rockstar of the Month is…Trey! ✨

Trey is the definition of a team player. Even while preparing for and passing his CFP exam, he continued to meet his work responsibilities and show up for the people around him.

He’s always willing to answer a question, dig deeper when he doesn’t know the answer, and stick with a problem until it’s solved. He works hard, never complains, and is willing to go the extra mile. Whether that means staying late to get the job done or even coming in on PTO to make sure a client was taken care of.

Trey also makes it a priority to ensure his advisors are prepared and ready for their client visits, always thinking one step ahead and looking for ways to support the team.

His work ethic, dedication, and genuine commitment to helping others make a difference every day. Trey, congratulations on your well-deserved recognition and on becoming a CFP® professional! 👏

You’re a rockstar!

Happy ! 🐾Can you guess which dog belongs to which teammate? 👀Drop your guesses in the comments below! ⬇️Keep an eye on ...
08/26/2026

Happy ! 🐾

Can you guess which dog belongs to which teammate? 👀

Drop your guesses in the comments below! ⬇️

Keep an eye on our stories, we’ll reveal the right answers tomorrow!

08/25/2026

Meet the KC Team 👋

Meet the team behind our KC office: Craig, Kelly & Paige!

From helping clients feel at home to keeping things moving behind the scenes, this trio brings plenty of expertise, personality and energy to Jones Advisory Group. We’re lucky to have them representing JAG in KC! 💙

And…we might have a little something exciting coming soon 👀

Stay tuned, you won’t want to miss this one!

Happy JAGiversary, Michelle! 🥳Today we're celebrating Michelle and the energy, personality, and care she brings to our C...
08/24/2026

Happy JAGiversary, Michelle! 🥳

Today we're celebrating Michelle and the energy, personality, and care she brings to our Client Service Team! She has a knack for making our clients feel welcomed and taken care of, and she's always ready to jump in and help wherever she's needed.

We're excited for another great year! 👏

Happy Birthday, Kellen! 🥳Wishing you a day filled with plenty of laughs, quality time with family, and, of course, a rou...
08/21/2026

Happy Birthday, Kellen! 🥳

Wishing you a day filled with plenty of laughs, quality time with family, and, of course, a round of golf or two! ⛳️

We’re so grateful for all you do and the energy you bring to the team. Here’s to another year filled with great memories, time with the people you love, plenty of time on the course, and lots of reasons to celebrate!

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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