Matthew Jones, CFP®
Login to view DISC.Matthew Jones is a Certified Financial Planner® and Limited Partner at Edward Jones in Ventura County. He specializes in developing financial strategies for local families, with an emphasis on retirement income, estate considerations, and business retirement plans. He holds a certificate in Professional Financial Planning from UC Santa Barbara.
Matthew is active in his local community, having previously served as the Secretary of the Board for the Estate Planning Council of Ventura County. He was also a member of the Ventura Rotary South, indicating a commitment to local service and professional engagement.
Unique fact: Matthew is a Limited Partner at Edward Jones, a significant position reflecting his long-term contributions to the firm.
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