Services & Qualifications

 

At Jones Investment Group we strive to develop a lasting relationship with all our clients and would love the opportunity to use our knowledge, training, and experience to develop a workable strategy to help you meet your financial goals. We never work off of a pre-existing plan, but work with you to understand your long and short-term goals allowing us to develop a unique financial recipe that is designed to help make your financial future a successful one.

Our agents have been working in the community for several years, assisting both individuals and small businesses in the achievement of their financial goals. Our financial advisors are currently registered to do securities in 36 states* allowing them to grow with you and your family no matter where life takes you. Merle Jones, president of Jones Investment Group, is a financial planner registered through Woodbury Financial Services Inc. and is a qualifying member of the Million Dollar Round Table (MDRT) whose membership is based on minimum sales production requirements and gross business generated within a year.  Merle is an Investment Advisor Representative (IAR) and holds a Series 7, 63, and life and health insurance licenses. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*States that our agents are able to do securities in: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WY

(With the ability to become licensed in more states if necessary)