Jeff Jones

Jeff P. Jones, CRPC®
Vice President Financial Consultant Truist Investment Services, Inc.

1026 17th Ave S

Nashville, TN 37212-2202

About me

Background

Jeff Jones is a Vice President and Financial Consultant with the Glaser Group of Truist Investment Services, Inc. at SunTrust, now Truist, since 2003. He has over 30 years of financial services industry experience and holds the Chartered Retirement Planning Counselor designation. Jeff focuses primarily on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

General Studies
Florida State University 1981

Personal Interests

Jeff is an outdoor enthusiast who enjoys snow skiing, cycling, and tennis. As the father of 2 theatrically inclined daughters, Jeff devotes his odd weekends designing and building sets and props for the theatre department of St. Henry’s school in Nashville. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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