Jeff Jones, CFP®

Wealth Advisor, Founding Partner at Owenby Jones Wealth Management, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Marietta, Georgia, United States, GE

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor, Founding Partner
      • 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

    • Financial Services
    • 100 - 200 Employee
    • First Vice President, Private Financial Advisor
      • Jan 1999 - Aug 2013

Education

  • Auburn University
    Bachelor's degree, Finance and Financial Management Services
    1993 - 1997
  • Oglethorpe University
    CERTIFIED FINANCIAL PLANNER™
    1999 - 2000

Community

You need to have a working account to view this content. Click here to join now