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Jeffrey Jones CRPC©

Investment Advisor

Jeff Jones is an Investment Advisor with the statewide practice of Cooper, Adel, Vu Financial, LLC. With over twenty years of experience, Jeff joined this firm in July 2019 to create, implement, and monitor the financial plans of clients. 

After attending Eastern Nazarene College in Quincy, Massachusetts, Jeff began his career at State Street Bank as a portfolio accountant. He worked for Fidelity Investments for eighteen years, in Boston, Philadelphia and Metro Washington DC, in multiple roles centered around financial planning. Upon moving to the the Midwest, he most recently served as a bank branch manager for Huntington Bank. Jeff decided to join Cooper, Adel, Vu Financial to follow his passion for truly helping individuals and small businesses plan for the future by providing them with sound financial advice. 

In 2016, Jeff earned the Certified Retirement Planning Counselor (CRPC®) designation which helps financial advisors by guiding them through specialized tax and estate objectives and strategies for a retiree and presents the financial and emotional aspects of financial planning that are unique to the retirement process. In short, the program helps advisors define a “road map to retirement,” enabling them to focus on the pre- and post-retirement needs of their clients.

In his free time, Jeff enjoys spending time with his wife and three children. While he loves playing golf and basketball, he thoroughly enjoys watching his children play organized sports too. 

Here are just a few fun facts about Jeff: 

  • He played college basketball and won the ECAC Championship his senior year 
  • He has a rescue dog named Molly 
  • He has five nephews and four nieces 
  • He is looking forward to traveling with his wife once his children are done with school

Free Consultation

Let us know below how we can help or call us anytime, 1.844.262.5214.