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
How to Get the Maximum Social Security Benefit
June 1, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
Read 
What is an Annuity and How Does it Work?
June 1, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
Tune In Money Markets: What You Need to Know
May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
Tune In 