Our Financial Planning Approach | Jones Financial Partners

SmartVestor Pro

Meet Stephen Jones

Stephen Jones is part of the Dave Ramsey SmartVestor Pro program, which connects individuals with investment professionals to help with retirement, college savings, and other investment needs. Leveraging the tools and expertise provided by Cetera Advisor Networks LLC, he has meticulously crafted a personalized process to help his clients pursue their unique needs, desires, and aspirations.

Bill & Jamie Wilson

Senior Partner

(918) 336-8203

billwilson@jonesfinancialpartners.com

As a Financial Adviser, I provide friendly, knowledgeable advice that doesn't beat around the bush. Investing without a plan can be disastrous. At Jones Financial Partners, we believe that a plan is a powerful tool. Reaching your...

Katie Swindell

Client Service Specialist

4053661297

4053661349

Katie@jonesfinancialpartners.com

Mike Hicks

1962 - 2023

As your Financial Advisor, it is important to understand your financial goals. It is also important to understand the level of risk you are comfortable accepting in your investment plan. Whether you are planning for retirement, or...

Nicole Prather

Client Service Specialist

(405) 366-1297 x3

(405) 366-1349

Nicole@jonesfinancialpartners.com

Rodney C. Jones, CLU, ChFC, CFS, CFP®

CERTIFIED FINANCIAL PLANNER™

(405) 366-1297 Ex.1

(405) 366-1349

Rodney@jonesfinancialpartners.com

Rodney Jones has over 30 years of experience as a financial planner. Because of the complexity and ever changing nature of the financial environment, he is committed to a high level of financial education for both himself and his...

Stephen C. Jones, AAMS, AIF, CFP®

President

(405) 366-1297 x3

(405) 366-1349

Stephen@jonesfinancialpartners.com

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

Timothy Curran, RICP®

Senior Partner

(405) 366-1297 x5

(405) 366-1349

timcurran@jonesfinancialpartners.com

What can you expect from a SmartVestor Pro?

We are ardent supporters of Dave Ramsey - we believe in living debt free. This means living a fulfilling life that many pursue but few obtain. With a focus on client education, we are committed to going the extra mile to ensure that you understand A-Z of your investments. We are transparent and resolute in our approach where our only agenda is to see our clients revel in the riches of an effective financial strategy that’s catered to their needs.

Clarity that Fuels Confidence

Education is one of our core philosophies where we ensure that clients understand the significance of every investment.

Total Transparency From the Get-go

Transparency is the bedrock of our client-centric approach. From our first discussion, you will receive financial counsel that has your best interests at heart.

A Strategy That’s Bespoke to You

Your situation is unique and you can expect a tailored strategy that helps you reach your financial goals in the most efficient way possible.

Book Your Personalized Consultation With Stephen Now

Meet with Stephen

About Us

We provide clients with a holistic, planning-first approach that builds and preserves their wealth to give them confidence about their future.

About Us

Our Team

Our advisors will provide you with an all-encompassing financial service that gives you control and confidence in your future.

Meet the Team

Contact Us

Do you want an elite financial planner who will navigate the financial terrain every step of the way?

Contact Us Today