Stephen Jones is a second generation investment advisor that believes people deserve financial confidence. He does this through investing and protecting the things that matter most to them in their lives. Utilizing the tools given to him, he has developed a process to assist his clients in achieving their needs, wants, and wishes in a highly personalized way. “At the end of the day my main goal is to instill financial confidence in my clients, and that I have worked with them to make their lives easier, and more enjoyable.”
Stephen attended Randal University and received a Bachelor of Science Degree in Business Administration. He received the Accredited Asset Management Specialist designation in 2017 from the College for Financial Planning, and the Accredited Investment Fiduciary Certification® in 2018. Stephen believes in a life of learning.
Stephen is an Investment Advisor Representative with Cetera Advisor Networks with Series 7, 24, 63, and 65 securities registrations. He also currently holds Life, Health, and Disability insurance licenses.
Focuses: 401k, 457, SEP, Simple IRA, Traditional IRA, Roth IRA, and Holistic Financial Planning
When he isn’t helping people plan for the future, Stephen enjoys playing the guitar, and spending time with his wife Keri and their Giant Schnauzer, Jack.