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Who We Are

About our CEO, CSM(R) Merle Jones

Merle Jones served in the United States Army for over 20 years, retiring in September of 2000 as a Command Sergeant Major.
While serving, CSM(R) Jones’ deployments included: Bright Star 1982 Egypt, Panama 1988, Operation Joint Endeavor to Bosnia-Herzegovina 1995, Panama 1999, Operation Desert Shield, and Operation Desert Storm.
He previously served as President of the National Board of Directors for the Military Police Regimental Association. In 2011, he was inducted into the Military Police Hall of Fame.
He currently serves as President of Jones Investment Group, which he founded in 2001. CSM(R) Jones has made it his mission with Jones Investment Group to help families plan for their financial futures!

A Veteran-Owned Company

As a veteran owned company, our business is built on a foundation of thoughtful client relationships. Our company has extensive experience providing for the financial planning needs of American military families. We strive to help families live a life of value, focused on what is most important to them!

Most of all, we want to thank our veterans for their service to our country.