Stevan Jones,
CFP®, J.D. Financial Advisor Branch OwnerFor the last two decades, Stevan has specialized in helping clients navigate the daunting world of financial planning through a consultative, personalized process. Stevan understands the importance of helping clients understand their investments, and he believes that when clients understand what they own and why they own it, they have more clarity and confidence during turbulent markets. After gathering all relevant information, Stevan’s thorough analysis leads to the creation of investment recommendations with an appropriate balance of reward and risk. Once the plan is implemented, Stevan and his clients review the progress and re-confirm the client’s objectives as they embark on new stages of life. Clients can expect professional financial advice and a high level of client service from Stevan, as he works hard to earn their trust and even harder to keep it.
Stevan is a Certified Financial Planner® (CFP®) practitioner, a designation which signifies extensive study in developing strategies to mitigate taxes, preserve assets, help maximize growth and transfer wealth. Prior to becoming a financial advisor, he spent five years practicing corporate law with a prominent Jacksonville law firm. He graduated cum laude from Western Kentucky University with a B.S. degree in Accounting in 1993 and earned his J.D. from George Mason University School of Law in 1996.
Stevan is committed to making a positive impact in his local community. He has been a Rotarian for over a decade as chairperson of the Community Service Committee and board member for the Rotary Club of South Jacksonville, and is the president-elect of the Rotary Club of North Jacksonville. He is also actively involved in supporting the Down Syndrome Association of Jacksonville as a soccer coach, BuddyWalk team organizer and fundraiser for over 15 years.
