Victor Dwain Jones, CFP<sup>&reg;</sup> - Financial Advisor

Victor Dwain Jones, CFP®

CPA, MST

Certified Public Accountant

VICTOR JONES CPA, P.C.

1511 3rd Ave Ste 503
Seattle, WA 98101
FINANCIAL ADVISOR'S WEBSITE
(206) 743-1375

General

Victor Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at VICTOR JONES CPA, P.C. in Seattle, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 4, 9, 10, 24, 27, 53, 55, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)
  • Other - Enrolled Agent

Insurance Licenses

  • Life insurance: WA, CA, TX
  • Health/disability insurance: WA, CA, TX
  • Property/casualty: WA, CA, TX
  • Fixed annuities: WA, CA
  • Variable annuities: WA, CA

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources