Scott M. Jones,  CFP<sup>&reg;</sup> - Financial Advisor

Scott M. Jones, CFP®

CLU, ChFC

Managing Partner

Scott Jones Financial

5950 Fairview Rd, Suite 215
Charlotte, NC 28210
(704) 817-7324

General

Scott Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scott Jones Financial in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AALU, MDRT, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources