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Merle Jones

Merle Jones

President, Investment Advisor Representative

Merle founded Jones Investment Group in 2000 after retiring with full honors from the US Army.  Merle holds Series 7, 63, 65 securities licenses as well as a Life, Health and Accidental licenses in 43 states. 

 Merle specializes in holistic, goal-based financial planning and portfolio construction.  He has 18 dedicated years of experience with retirement planning, estate planning, wealth management and TSP rollovers.  His main focus is helping Military and Federal Employee families prepare for their financial future before and after transitioning. 

 Merle also serves as Chairperson for the Lake of the Ozarks Support the Fort group, and previously served as President of the local Rotary Club and President of the National Board of Directors for the Military Police Regimental Association. In 2011 CSM Retired Jones was inducted into the Military Policy Hall of Fame.  Currently with Woodbury financial Services (WFS) and Advisor Group (AG)

 When Merle isn’t working or giving back to the community, he enjoys spending time with his family and boating on the Lake of the Ozarks. He also enjoys rooting for his favorite baseball team, the St. Louis Cardinals.