Get to know Jerry L. Jones, CFP®


Jerry L. Jones, CFP®

Investment Advisor Representative

With over two decades of experience in the financial services industry, Jerry’s focus is understanding client needs and sharing information with the heart of a teacher to help clients achieve their financial goals. Throughout his career he has focused on wealth management and retirement income strategies.

Jerry holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has passed the Series 63 securities exam. Jerry graduated from the University of Utah with a bachelor’s degree in economics. He is an Investment Advisor Representative and a licensed insurance agent.

Outside of work, Jerry spends his time with his wife, Heidi, and their three children in the magnificent Heber Valley. He is active in his church and community and supports educational causes as well as the Boy Scouts of America. Jerry is also a veteran of the U.S. Navy Reserves.