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  2. Jeremy Jones

Jeremy Jones

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Jeremy Jones
CFP® AIF®
Managing Partner
E-mail: 
jjones@shoemakerfinancial.com

As Managing Partner, Jeremy Jones is a dynamic leader, responsible for the firm’s strategic growth and direction as well as his own wealth management practice. His responsibilities include leading FINRA oversight and compliance, comprehensive financial planning, advanced sales, retirement plan services and driving the growth of the Investment Advisory portfolios. He also directs and oversees operational activities within the firm, ensuring development and implementation of efficient business practices.

A CERTIFIED FINANCIAL PROFESSIONAL (CFP®) practitioner and Accredited Investment Fiduciary (AIF®), Jeremy specializes in helping families and business owners attain their financial goals by creating investment strategies that maximize each client’s portfolio. Having a client-centered vision, he also provides guidance to the firm’s advisors on implementing advanced planning techniques to provide a well-balanced strategy to help meet their clients’ goals as well.

In addition to the CFP® and AIF® designations, he also holds Series 7, 66 registrations and Life and Health insurance licenses. He earned his Bachelor of Arts degree in Business Administration from Mississippi College and has received numerous industry and company honors, including qualifying for the elite Million Dollar Round Table (MDRT) Top of the Table forum in 2012. Jeremy is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc.

Jeremy and his wife, Kirsten, are active members of Harvest Church in Germantown and have two children, Trotter and McKlain. In addition to his executive career, he serves on the board of Fellowship of Christian Athletes and is deeply committed to that ministry.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

No. 3161399 DOFU 7.2020

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2176 West Street
Germantown, Tennessee
38138 United States

  •  Tel: 901-757-5757
  •  Toll Free: 800-757-1059
  •  Fax: 901-756-9480
  •  info@shoemakerfinancial.com
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Disclaimer

Shoemaker Financial is independently owned and operated and offers its own suite of products and services entirely independent of Securian. 

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's Broker Check contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 

3077334 DOFU 06/2020

Shoemaker Financial, 2176 West Street, Suite 100, Germantown, TN 38138 (901) 757-5757 (800) 757-1059. 

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