John Jones

John A. Jones has been dedicated to the financial security of families since 1980. Working with families and Investors in the area of Real Estate procurement and development, John developed creative financing plans that ensured clients gained home ownership.

John brought his Real Estate experience to the Financial services in 1994 by starting his own firm: Jones Financial Services, Specializing in Life and Health Insurance for the small business owners.

After years of experience, John’s knowledge of compliance and due diligence landed him in a supervisory position at a top 25 independent advisory firm. Though very rewarding, John’s true passion is working with clients.

Focusing his practice on pre-retiree client’s, whether self-employed or corporate long-timers. John’s planning approach is personal, creative and to the point.

John is an active Investment Advisory Representative as well as holding his Florida Life & Health license. Recently John obtained his certificate in Financial Planning.

John lives with his wife Pam and two daughters in Lutz.

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Last updated: 10/06/08.