Skip to content

Who We Are

John Schooler Jones LLC About Investment Firm

Our Story

At our investment firm, we take enormous pride in providing specialized, focused services in the complex field of family business ownership and succession planning. For over 20 years, we have worked closely with family-owned businesses, delivering fee-based investment advice and asset management services.

We believe that family business ownership and succession planning are absolutely essential for family businesses to beat the high odds of surviving through multiple generations. Our approach ensures that unique, personal missions and family values are maintained long after the original founders are gone. The lack of succession planning is the number one reason why the majority of family businesses fail to endure through generations.

Our detail-oriented, specialized services are designed to maximize all opportunities essential to creating a solid, multi-generational business succession plan. By addressing each aspect with care and expertise, we significantly reduce the risk of failure, helping family businesses thrive for generations to come.

Expert Partnerships

We collaborate with other professionals across various fields to provide comprehensive solutions that preserve legacies and foster growth for future generations.

Client-Focused Solutions

Our client-first approach means we take the time to understand not only your business but also the personal values that drive it, allowing us to craft strategies that protect your family’s vision for the future.

Proven Integrity

Integrity is at the heart of everything we do. We are committed to maintaining transparency and trust in all our client relationships, ensuring that our advice is always in your best interest, no matter how complex the challenges ahead.

John Schooler Jones

John and his wife have proudly called Sonoma County home for over 40 years, contributing to and growing with the community they serve.

John Jones of John Schooler Jones LLC investment firm