Stephen Jones is a second generation CERTIFIED FINANCIAL PLANNER™ that believes people deserve financial confidence. He does this through investing and protecting the things that matter most to them in their lives. Utilizing the tools given to him by Cetera Advisor Networks LLC, He has developed a process to assist his clients in pursuing their needs, wants, and wishes in a highly personalized way
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“At the end of the day my main goal is to instill financial confidence in my clients, and that I have worked with them to make their lives easier, and more enjoyable.”
Stephen attended Randal University and received a Bachelor of Science Degree in Business Administration. He received the Accredited Asset Management Specialist designation in 2017 from the College for Financial Planning, and the Accredited Investment Fiduciary Certification® in 2018. Stephen earned the CERTIFIED FINANCIAL PLANNER™ certification in July of 2019. Stephen is an Investment Advisor Representative with Cetera Advisor Networks LLC with Series 7, 24, 63, and 65 securities registrations. He also currently holds Life, Health, and Disability insurance licenses. Areas of Focus: 401k, 457, SEP, Simple IRA, Traditional IRA, Roth IRA, and Holistic Financial Planning
When he isn’t helping people plan for the future, Stephen enjoys playing the guitar, and spending time with his wife Keri, their daughter Elle, and their two Schnauzers, Jack and Lucy. "Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards." - CFP.net
The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. The AAMS is for Accredited Asset Management Specialist, a professional designation provided by the College For Financial Planning for successfully completing required courses and tests. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are registered to sell Securities in
Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, North Dakota, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia. We are licensed to sell insurance in Oklahoma, Texas, and Arkansas.
