Jason Jones, CFP®, ChFC, CLU

Life is too short working with people who you do not enjoy working with!
— Jason Jones

Partner, Financial Planner

Jason H. Jones started in the Financial Services Industry in 1995. He graduated from the University of Colorado-Boulder with a Degree in Business Administration. Jason has built his practice around Executives and Self-Employed Business Owners using protection & investment Strategies. He likes working with “NICE” people who love their families and see the value of working with a qualified financial advisor. He holds the Certified Life Underwriter, Chartered Financial Consultant designations and is a Certified Financial Planner® professional. Jason is a Georgia native who lives in Sandy Springs with his wife Jodi and their two boys, Hunter (22), who graduated from Sewanee University May ‘24 and Foster (19) who is studying at Texas Christian University. He is a parishioner at St. Jude the Apostle Catholic Church in Sandy Springs. When he’s not working, he enjoys golf and traveling.