Jacob Jones, CFP^®, EA

Designations and licenses

Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and is an Enrolled Agent with the IRS.

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, he spent five years as a financial advisor helping individuals with investment and insurance solutions.

He has a bachelor’s degree in business administration-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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.