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JJ

James Jones

Consultant For Financial Research For Retirement Plans at Private Financial Consultant
Intro Book
James Jones, a seasoned financial expert with 10 years of experience, holds a Doctoral degree from Virginia Polytechnic Institute and State University, and is proficient in English, with skills in Customer Service, Financial Analysis, Leadership, and more.
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Location
Falls Church, Virginia, United States, US
Languages
  • English -
Skills
  • Customer Service
  • Microsoft Office
  • Leadership
  • Microsoft Excel
  • Financial Analysis
  • Show all
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Bio

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James Jones is a seasoned financial expert with a strong background in leadership, sales, and risk management. As a Private Financial Consultant, he has assisted investors in creating retirement plans and making informed investment choices for over a decade. Prior to this role, James held positions as a Financial Representative for 403b plans and a Sergeant in the United States Army, where he coordinated foreign officers' and enlisted personnel's educational activities. James's academic credentials include a Doctoral program in Education and Counseling from Virginia Polytechnic Institute and State University, a Master's Degree in Secondary Education and Teaching from the University of Virginia, and a Bachelor's Degree in Industrial Technology from Southeastern Oklahoma State University. He is licensed for Life & Health Insurance and has extensive experience as a Registered Financial Advisor. James's proficiency in Microsoft Office, Excel, and other financial software has enabled him to provide exceptional customer service and strategic planning to his clients. With a strong foundation in finance, leadership, and education, James is well-equipped to tackle complex financial challenges and drive success in his clients' retirement plans.

Credentials

  • Life & Health Insurance, state of Virginia
    Commonwealth of Virginia Bureau of Insurance
    May, 1990
    - May, 2026

Experience

  • Private Financial Consultant
    • Consultant For Financial Research For Retirement Plans

  • Private Financial Consultant
    • Consultant for Financial Research for Retirement Plans
      • Jan 2014 - Present

      Assisting the investor to understand the retirement plan, the choices, and how to make the right choices for the future.

  • Financial Directors, LLC
    • Financial Representative 403b
      • 1990 - 2012

      Enrolling the employee into the plan and how to make choices for investments to assist in retirement.

  • United States Army
    • Ft. Belvoir, Virginia
    • Sgt. (E5) admiinistration
      • 1956 - 1958
      • Ft. Belvoir, Virginia

      Administrator & coordinator for foreign officers and enlisted personnel to attend engineering schools at Ft. Belvoir, Virginia

Education

  • 1972 - 1977
    Virginia Polytechnic Institute and State University
    Doctoral program, education and counseling
  • 1965 - 1970
    University of Virginia
    Master’s Degree, Secondary Education and Teaching
  • 1951 - 1955
    Southeastern Oklahoma State University
    Bachelor’s Degree, Industrial Technology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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