Jacob Jones, CFP®
Wealth Advisor
Designations and Licenses
Jacob is a CERTIFIED FINANCIAL PLANNING™ professional.
Experience and Education
Jacob provides financial planning solutions to his clients based on their specific goals and objectives. He has been in the financial services industry since 2014. Prior to joining Mariner Wealth Advisors, he spent five years as a financial advisor helping individuals with investment and insurance solutions.
He has a bachelor’s degree in accounting and finance from Missouri Western State University.
Personal Interests
Jacob played college baseball for four years at Missouri Western State University. He enjoys golfing, watching football and spending time with his wife and two dogs.
Jacob’s Office
Insights
Alternative Minimum Tax Explained
November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
Tune In Incentive Stock Options Explained
November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
Tune In 
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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