Secure File Upload

Secure File Upload
Use this page to securely upload documents for your upcoming meeting with Jones Financial Partners.

Helpful Items to Upload

To help us prepare for your upcoming client review and keep your RoadMap up to date, please upload any recent documents that apply to you.

Common items include:

• Statements for retirement or investment accounts we don’t manage
    (401(k), 403(b), 457, TSP, outside brokerage accounts)

• HSA account statements

• Life insurance policy statements

• Most recent tax return

• Updated estate planning documents
    (Will, Trust, Power of Attorney, Healthcare Directive)

File Naming Tip

Please include your name and document type in the file title so we can organize everything quickly.

Example:
Smith – 401k Statement – Dec 2025

If you’re unsure whether something is helpful, feel free to upload it anyway or contact our office and we’ll take a look.

Thank you,