[hfe_template id='1567']

Our

Financial Advisors

Jeffrey Jones, CRPC®

Financial Advisor

Jeff Jones is a Financial 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 D.C., in multiple roles centered around financial planning. Upon moving to the Midwest, he most recently served as a bank branch manager for Huntington Bank. Jeff decided to join Cooper, Adel, Vu Financial to allow 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, and their rescue dog named Molly. Jeff played college basketball and won the ECAC Championship his senior year. While he loves playing golf and basketball, he thoroughly enjoys watching his children play organized sports too.

 


Jeffrey Jones is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Jeffrey Jones is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. 

Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

[hfe_template id='299']
Scroll to Top