Brian Jones

Brian B. Jones, AAMS®

Financial Consultant

Brian holds a Bachelor of Science degree from the University of Wisconsin-La Crosse with a Minor in Business Administration.  He is an Accredited Asset Management Specialist (AAMS®), which is a designation that focuses on investment planning for individuals.  His primary areas of business focus include 401K rollovers, advisory products and long-term care and life insurance.  Brian has been with Ledgevest Financial for over ten years.

Brian has lived in the Fond du Lac community since the age of two.  His community involvement includes being a three-time Past President and Board Member for over 13 years at the University of Wisconsin-Fond du Lac Foundation.   He is also a current member and past board member of Fond du Lac Morning Rotary.   In addition, Brian has run a golf tournament in his father’s name for over 25 years which funds two scholarships at the University of Wisconsin-Fond du Lac.  He and his wife Gretchen reside in Fond du Lac and have a son and a daughter.