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Derryck L. Jones, CFP®

Wells Fargo Advisors

888 Prospect Street
Suite 301
La Jolla, CA 92037
Phone: (858) 456-7704
Fax: (858) 456-7761

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.