Jeff Jones (CFP®, EA, MS)

Jeff Jones focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
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NAPFA Start Date
January 23, 2014