As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Rotary - Utica, NY
Vice President - Salvation Army
Advisory Board Member
Utica, NY - Whitestown Youth Association
Babe Ruth Past President
Whitesboro, NY
- 401k Rollovers
- Asset Management
- Estate Planning
- Wealth Management
- Financial Planning
- Fixed Income
- Lending Services
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Long Term Care Insurance
- Professional Portfolio Management
- Education Planning
- Exchange Traded Funds
- Investment Policy Statements
- Insurance Services
- Series 7, 1995
Rochester, NY - Life, Accident & Health Insurance, 1994
Syracuse, NY - Series 63, 1995
Rochester, NY - Series 65 - Investment Advisory Agent, 1995
Rochester, NY
- 1994
- Present: Morgan Stanley Smith Barney
Vice President
Financial Planning Specialist
Senior Investment Management Specialist /
Financial Advisor
Utica, NY - 1985
- 1994: Business Services Co.
Office Equipment
Computer System Sales
Utica, NY
What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Please contact us for a Complimentary Portfolio Review.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Jeffrey T. Jones is licensed in the following state(s):
AZ, CA, FL, GA, NJ, NY, OK, PA, SC, TN, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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