“Failure to plan your finances is the doorway to mediocre living.”
— Sujit Lalwani

J. Thomas Jones

Investment Advisor Representative & CPA (retired status)

J. Thomas (Tom) Jones is an Investment Advisor Representative and CPA (retired status).

Prior to joining the firm, Tom was Managing Partner of the Accounting firm of Jones, France, Basterrechea, and Brush, Chtd. where he held the designation of Personal Financial Specialist for the wealth management practice.

Tom spent most of his career in Gooding, Idaho prior to relocating to Boise. He has a deep understanding and affection for the Agriculture industry and many of his clients are ranchers and farmers.

Tom earned a Bachelor’s degree from the University of Idaho and wears the Vandal colors proudly.

Tom loves spending time with his wife, Cindy, two children, and grandchildren. When not managing client assets he can be found enjoying some fun family activity or on the golf course (where some days are more fun than others).

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4346 W Rose Hill St.
Boise, ID 83705

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(208) 890-5680



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8:00 am - 5:00 pm | M-F
by appointment