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