It is only when we are mutually comfortable with your critical financial planning and investment needs that we select and recommend the necessary tools to plan, implement, and manage risk for you personal financial independence. This is a multi-step perpetual process that is tailor-made for each and every relationship we develop.


In February 1993, David C. Jones opened an investment practice in Memphis, Tennessee to help high-net-worth clients like yourself pursue their financial goals and desires through comprehensive personalized financial planning, portfolio management, and investment risk management services. In 2008, to better reflect the global nature of our investment research, we changed the firm name to DCJ Global Wealth Management. David and the DCJ Global team provide objective advice that incorporates sophisticated fundamental and technical analysis along with the exceptional personal attention you would expect from an elite independent wealth advisory service. Additionally, through our relationship with national brokerage firm LPL Financial, we have the tools and resources necessary to provide our clients with objective world-class financial guidance for accumulating and managing personal wealth.

With a combination of local talent and national resources, we are able to simplify even the most complicated and demanding financial planning and investment challenges. Whether your financial challenge is wealth preservation, accumulation, retirement planning, education funding, estate planning, reducing taxes, or a combination of the above, once your needs are properly identified, we can accommodate them.