John Jones CFP®
John has over 22 years of experience in the financial services industry, with 20 years of experience in wealth management for high net worth individuals. While ongoing portfolio management is the primary focus the Certified Financial Planner® designation gives John the ability to review many key areas of wealth management (tax planning, estate planning, business succession, etc.). John received his Bachelor of Science in Business Administration / Organizational Leadership from National Louis University, Chicago Illinois.
John has been an Orlando resident since 1991 and currently supports Take Stock in Children, Orange County, Central Florida Early Learning Coalition, and Florida Symphony Youth Orchestra.