John Jones, ChFC®, EA, BCP®

John Jones, ChFC®, EA, BCP®

Financial Adviser, Heritage Financial

John Jones, a Financial Adviser at Heritage Financial, has been working successfully in the financial world for almost a decade. He has a broad and specialized knowledge in securities, financial planning, wealth management, taxes and more.

John attended Saint Leo University online and obtained his Bachelor of Arts in Accounting.

Shortly after, John received his Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services, is an enrolled agent (EA) with the Internal Revenue Service and is Bucket Plan Certified® (BPC®).

Phone: 352-474-6544 | Email: frontdesk@heritagefinancialsolutions.com | Website: myfinancialheritage.com

Latest articles by John Jones, ChFC®, EA, BCP®

An adviser smiles as she meets with an older couple at their dining room table.
Do's and Don'ts for the First Meeting With a Financial Adviser

The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.