Dave Jones is an advisor specializing in business and personal financial planning, investment advisory services, and strategic tax planning. He has been providing portfolio management services, estate, retirement, and personal financial planning to clients for more than 17 years, and consulting in business and personal finance for over 42 years. He is a native Idahoan and lives in Moscow with his wife of almost 45 years. He enjoys spending time with his four grown children and three grandchildren.
Dave received a Bachelor of Science in Business with an emphasis in Accounting from Washington State University. He is a Personal Financial Specialist, and Certified Public Accountant registered with the state of Idaho and completed his NASD Series 65 Uniform Investment Advisor Law Examination in 1999. He is affiliated with several professional organizations including the American Institute of Certified Public Accountants.