About Us

Brian Jones specializes in helping pre-retirees and retirees with risk and tax reduction strategies. He works to minimize risk by putting distribution strategies in place as well as focuses on tax efficiencies to help increase returns. As a professional in estate planning and financial services, Brian develops personalized financial approaches that suits each client's specific needs. He often conducts workshops to provide attendees the insight and education they need to make informed decisions about their financial future.

Brian is the President of Jones Financial Partners, LLC. He holds his Series 7, 63, 65, and 3 licenses, as well as his Life and Health Insurance license. Brian is also an Investment Advisor Representative. Brian is working directly with John Neyland a Certified Senior Advisor who was recently quoted in the Wall Street Journal. John is a member of CPA Ed Slott's Elite Advisor Group. This advisor group was designed to provide its members with the most up to date IRA information available.