Broker Check

Merle Jones

President, Jones Investment Group

(573) 336-8328

(573) 336-8429

Merle founded Jones Investment Group in 2001 after retiring from the US Army.  He holds Series 7, 63 and 65 FINRA Securities Registrations, as well as Life Insurance Licenses around the country.  

Merle specializes in Holistic Financial Planning, Retirement Planning, TSP and 401(k) Rollovers, and Life Insurance Analysis and Strategies. With more than 19 years of experience working with transitioning service members, Merle has a unique experience in coaching transitioning veterans and civil servants through the hurdles of understanding their retirement planning and survivor benefit options. He provides knowledgeable, professional guidance in analyzing Survivor Benefits Plan (SBP), Dependency and Indemnity Compensation (DIC), Veterans’ Group Life Insurance (VGLI), Servicemembers’ Group Life Insurance (SGLI), Family Servicemembers’ Group Life Insurance (FSGLI), Federal Employee Group Life Insurance (FEGLI), and the Federal Employees Retirement System (FERS). 

Merle serves in many organizations locally and around the country. He is a past President of the Rotary Club of Pulaski County, and has previously served as President of the Military Police Regimental Association on both the national and local boards.  In 2011, Retired CSM Jones was inducted into the Military Police Hall of Fame.  Merle’s philosophy is to always give back to the community, veterans and families.

In 2018, Merle led the development of what we refer to as the "Ultimate Retirement, Risk Management and Financial Planning" team.  Most recently, Merle assisted in the development of the new Military Retirement Maximizer App which will help military families understand the full value of their Pensions, VA Disability, and how to better protect their families. 

When Merle isn’t working, volunteering his time, or giving back to the community, he enjoys spending time with his family.


Leanne Geer

Registered Assistant

(573) 336-8328

(573) 336-8429

Leanne holds Series 7 and 66 FINRA Securities Registrations, and assists with processing trades, asset transfers, and new accounts. Leanne has degrees in Accounting and English, and is a notary public. Before joining Jones Investment Group, she worked for a large tax-preparation company.

Leanne is involved with two educational non-profit organizations—the National Genealogical Society and the Society for Creative Anachronism.  She also enjoys playing board games, gardening, and collecting postage stamps.  Leanne lives in Saint Robert, MO with her husband, and has two teenage sons. 

William Lockwood, CFP®

Chief Investment Officer

(573) 336-8328

(573) 336-8429

In 2018, Bill joined our "Ultimate Retirement, Risk Management and Financial Planning" team as the portfolio manager for our Advisor Managed Accounts. With his “Dynamic Risk Management” concept, Bill shares his experience and education to help our clients pursue their retirement goals through risk management in a fee-based platform.

Bill started in Financial Planning in 2006 and holds FINRA Series 7 and Series 66 registrations, as well as Life, Health, and Variable Annuity Insurance licenses in many states.  In addition, Bill is a CERTIFIED FINANCIAL PLANNER™ professional.  Bill’s education includes an MBA in Finance from Washington University's Olin School of Business as well as an MS degree in Management Systems and BS degree in Interdisciplinary Engineering and Management from Clarkson University.

Bill's previous career experiences include Marketing/Product Management, Engineering, Purchasing, Quality Control and Technical Sales. In addition, he owned and operated his own retail business. Bill resides in Wildwood, Missouri and enjoys sailing and outdoor activities.  He is also a BBQ enthusiast and enjoys sharing his “secrets to successful BBQ.”

Waddell & Reed is not affiliated with any other entities referenced.