Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Helping You Prepare For Your Future


Holistic Financial Planning

Transition Counseling

TSP & 401(k) Rollovers

Retirement Planning 

Life Insurance Analysis/ Solutions

Who We Are

A veteran-owned small business established in 2001.

Built on a foundation dedicated to giving back.

Learn more

Our Services

From retirement income planning to investment management, we offer a very unique holistic financial planning approach to helping Federal, Military and Civilian families.

Learn more

Our Professionals

Our experienced and enthusiastic team thrives on client satisfaction.

Contact us today for a free consultation!

Learn more

Educational Resources

We have a wealth of resources to help you learn more about retirement, social security and estate strategies.

Learn more

Tailored To Your Family's Needs

At Jones Investment Group, we can help take the mystery out of preparing for tomorrow, today.  Whether you are transitioning from the military, investing to build wealth, protecting your family or preserving your assets, our personalized service focuses on your needs, wants and long-term goals.

Our team of professionals specialize in counseling and mentoring families to create a customized plan.  We can help to address your needs of today and for many years to come.

We look forward to working with you.

OUR MISSION

Retirement, Risk Management and Financial Planning Team

Merle Jones

Merle Jones

President, Jones Investment Group

(573) 336-8328

(573) 336-8429

William  Lockwood

William Lockwood, CFP(R) 

Life Stages Financial Planning (Founder)

573-336-8328

573-336-8429

Shawn Manuel

Shawn A. Manuel, MDRT, CLTC

Strategic Wealth, Inc. (Founder)

573-336-8328

573-336-8429

Contact us to request a free consultation

Name
Email
Phone
Question
Thank you! Oops!