RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
3yrs
Ryan Jones
Financial advisor at Cliftonlarsonallen Wealth Advisors
Ryan Jones is a fiduciary financial advisor in Minneapolis, Minnesota, with 3 years in the industry. Ryan joined Cliftonlarsonallen Wealth Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Cliftonlarsonallen Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office220 S. Sixth Street Suite 300, Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.73 million
Advisors at the firm99
States licensed ?1 state
Services through Cliftonlarsonallen Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowCliftonlarsonallen Wealth Advisors, LLCCurrent firm
Contact Ryan
(612) 376-4777Cliftonlarsonallen Wealth Advisors main office 220 S. Sixth Street Suite 300Minneapolis, MN 55402Office · Get directions Firm websitewww.claconnect.com
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Cliftonlarsonallen Wealth Advisors at (612) 376-4777 and ask for Ryan Jones. Ryan works from the Minneapolis, MN office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Cliftonlarsonallen Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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