Jordan Jones

Name: Jordan Jones
Address: Salt Lake City, UT, 84121
Rating: 4.714285714285714

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Introduction: Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I offer an analysis of your current financial situation and help you: 1) Identify financial goals and concerns 2) Illustrate what is being done to reach your goals and deal with concerns 3) Identify gaps, if present, and offer solutions to fill them I am a registered representative of and offer securities through MML Investors Services, LLC., member SIPC. MassMutual Intermountain West 6330 South 3000 East #600 Salt Lake City, UT 84121

Overview

Hired 1 time

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6000 employees

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Reviews

Customers rated this pro highly for responsiveness, value, and punctuality.

Great 4.7

7 reviews

5

86%

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14%

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Shea E.

Aug 29, 2016

Jordan was able to set my family up with personal and business financial planning and life insurance, he made it so easy! His follow-through with things he says he will do is excellent and he regularly checks in with me. He is my "go-to" guy for anything financial!

Michael R.

Aug 29, 2016

Jordan Jones is an excellent financial planner! Often financial planners focus on selling products that give them the best commission. With Jordan I know that everything I purchase is according to my financial goals.

Brandon T.

Aug 29, 2016

Jordan is knowledgeable, and found the right vehicles for me. He had great references, and very trustworthy.

Brittany K.

Aug 29, 2016

Jordan goes above and beyond. It's rare these days to find someone that makes you feel like you are their only client. He is literally only a text, email, or phone call away. His response time is amazing. I highly recommend Jordan for financial planning. Specifically, if you and your spouse have financial goals and dreams, Jordan will take the time to really listen to you, understand your situation, and give you the best advice.

Katherine E.

Sep 1, 2016

Jordan Jones helped me and my husband set up a retirement savings account that we would have not known about, if not for consulting with him. Along the way, whenever I had questions and wondered if other financial ideas flying on the wind were appropriate to consider, Jordan would respond promptly and appropriately to to my questions. By that I mean, that he would respond with pertinent information, sometimes with articles to reference his advice. His advice would be concise and on my level, but never condescending. I am truly grateful that I have had the opportunity to have a financial adviser as professional, genuine, and well informed as Jordan Jones.

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License

License Type: Insurance Agent (UT)

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Jordan Jones

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
i do not charge an hourly fee.
What is your typical process for working with a new customer?
Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I provide total financial needs analysis through a network of experienced professionals with expertise in: 1) Retirement analysis and programs 2) Estate strategies 3) Employee benefit and retention services 4) Business continuation strategies 5) Trust services I offer an analysis of your current financial situation and help you: 1) Identify financial goals and concerns 2) Illustrate what is being done to reach your goals and deal with concerns 3) Identify gaps, if present, and offer solutions to fill them I am a registered representative of and offer securities through MML Investors Services, LLC., member SIPC (sipc.org). MassMutual Intermountain West 6330 South 3000 East #600 Salt Lake City, UT 84121 I am licensed to sell insurance in Utah, Missouri, Kansas, California (CA License # 0H89847) , and securities in Utah.
What education and/or training do you have that relates to your work?
8 years experience with financial planning. investments, retirement, life insurance, IRA's, 401k plans.

Jordan Jones

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