Ken Jones, CLU, ChFC, AIF
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—I have the tools, resources and background to provide the services that may fit your needs.
I have been a financial Advisor for the past 17 years and my goal is to provide families and businesses with assistance in building their financial plan. I have the skills, knowledge and experience required to help meet my client's established short and long term goals. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create mutually-beneficial and respectful long-term relationships with my clients and their families.
I am a Registered Representative and hold the CLU, ChFC and AIF designation and offer securities and investment advisory services and Financial Planning through Cetera Advisors LLC, member FINRA, SIPC. I have series 7 and 66 registrations and registered in OH and other states. I also hold Life and Health Insurance License in OH and other states.
As a member of this community, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.