portrait of Gary Jones

About Gary

Through my 25-plus years of experience in financial services, I have learned clients are best served by first understanding their needs, goals and aspirations. Spending the time to understand your unique situation is one of the most important steps we will take together. Balancing that with your understanding and tolerance for risk, along with your current financial situation, creates the foundation we will build on.

We will follow a comprehensive process that captures your information and helps us build a strategy for reaching your goals. Whether it is saving for retirement, living in retirement, saving for college, planning for the unexpected...

Focus Areas

  • Retirement Savings Strategies
  • Sustainable investing
  • College Savings
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Rider UniversityBachelor of Science

Personal Interests

  • Aviation
  • Bird Watching
  • Gardening
  • Mountain Biking
  • Rock Climbing

Team Members

  • Caitlin O'Kane
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

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