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).
In 2018, Merle led the development of the Ultimate Retirement, Risk Management and Financial Planning Team. Most recently, Merle led 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.
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.
When Merle isn’t working, volunteering his time, or giving back to the community, he enjoys spending time with his family.