John Jones,  CFP® in

John Jones, CFP®

Wealth Advisor at Wisdom Planning Group
📍 Greater Orlando, United States

John Jones is a Partner and Senior Wealth Advisor at Wisdom Planning Group, bringing over two decades of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, he specializes in comprehensive wealth management and financial guidance tailored to his clients unique goals. He holds a Bachelors degree in Business Administration.

Outside of his professional life, John is an avid motorcyclist with a history of competitive motocross racing at both local and national levels. His other hobbies include playing golf and scuba diving, which offer him relaxation and enjoyment.

John has 57 years of competitive dirt bike riding experience, a passion he has pursued since growing up in Martinsville, IN.

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Experience
27 Years
Current Role
Wealth Advisor
Location
Greater Orlando, United States
Personality Overview
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Priorities

Topics John cares about

Wealth Management
With over two decades of experience, he specializes in providing comprehensive wealth management for high-net-worth individuals.
Client Relationships
He emphasizes forming strong relationships with clients, taking pride in his extensive knowledge of their unique situations and being highly responsive.
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Career

Work history

9-2021
Wealth Advisor
Wisdom Planning Group
8-2019 - 1-2022
Wealth Advisor
LPL Wealth Advisor at Williamsburg Financial Group
8-2017 - 1-2022
VP Senior Portfolio Manager
Iberia Wealth Advisors
4-1999 - 8-2017
Portfolio Consultant
Charles Schwab
In the press

Media appearances

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Education
Bachelor of Business Administration (B.B.A.)
National Louis University
Social presence
in

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