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Jeffrey Jones CRPC©

Financial Advisor

Jeff Jones is a Financial Advisor for Cooper, Adel, Vu, & Associates. 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. Then 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 Mid-West, he most recently served as a bank branch manager for Huntington Bank. However, this role at Cooper, Adel, Vu & Associates, brought Jeff back to his passion of truly helping people plan for the future by providing them with sound financial advice.

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

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