Jeff Jones, CFP®
Wealth Advisor, Founding Partner at Owenby Jones Wealth Management, LLC- Claim this Profile
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Bio
Experience
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Owenby Jones Wealth Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor, Founding Partner
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Sep 2013 - Present
We exist to partner with you and your family to form a strong foundation moving through life’s challenges together, so you can pursue true wealth. Owenby Jones Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 50 years of industry experience, we have the experience to develop a plan that is specific to your needs. Owenby Jones Wealth Management, LLC was founded by Jonathan Owenby, CRPC® and Jeff Jones, CFP®. With the help of a committed staff, Jonathan and Jeff earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, Jonathan and Jeff have established client relationships that are multi-generational, some lasting over 15 years. Show less
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SunTrust Investment Services, Inc.
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Financial Services
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100 - 200 Employee
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First Vice President, Private Financial Advisor
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Jan 1999 - Aug 2013
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Education
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Auburn University
Bachelor's degree, Finance and Financial Management Services -
Oglethorpe University
CERTIFIED FINANCIAL PLANNER™