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Jonathan Jones

Professional designations
CFP, ChFC
Firm or Broker/Dealer name
States licensed in
Anniston
,
Alabama
Areas of expertise
Languages spoken
English
Areas of Expertise
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Time Zone
Jonathan T. Jones grew up in Weaver, Alabama and went on to graduate from Jacksonville State University with a Bachelor of Science degree in Business Finance. He and his wife, Alex, were high school sweethearts and married shortly after graduating college. Alex is a wedding coordinator. Their devotion to helping children leads them to serve within the children’s ministry at Cornerstone Fellowship Church in Weaver, AL. Jonathan also volunteers with Wings for Widows, which is a non-profit organization that allows CFP® professionals to offer pro bono financial planning to widows to help them move forward with confidence and hope. Jonathan and Alex enjoy traveling and label themselves as 'adventurous eaters'. In his free time, Jonathan enjoys playing golf. Jonathan is a CERTIFIED FINANCIAL PLANNER® professional. He has also earned his Chartered Financial Consultant Designation®. In addition to these designations, Jonathan has his Series 7, Series 63, Series 9, and Series 10 licenses. He is also licensed in the State of Alabama to offer life insurance and annuity products. Jonathan specializes in Estate, Retirement, and Investment Planning.