Stevan Jones helps clients achieve the financial independence to pursue their most desired life goals by providing solid financial planning and the highest level of client service.
Stevan Jones specializes in helping clients navigate the complex and daunting world of financial planning to achieve their objectives. He uses a consultative process that begins by gathering the necessary information that will enable the client to determine their current financial state and their desired outcomes. A thorough analysis of the information will allow Stevan to create an investment recommendation with a balance of reward and an appropriate level of risk relative to each client’s situation. Once the plan is implemented, Stevan and the client will regularly review the progress and re-confirm the client’s objectives as they pass through the stages of life. He is passionate about the importance of helping clients understand their investments, and he believes that when clients understand what they own and why they own it, they have clarity and confidence during turbulent markets. Clients can expect professional financial advice and a high-level of client service from Stevan, as he works hard to earn their trust and even harder to keep it.
For more than 15 years, Stevan has served a range of individuals, families and organizations with their financial planning needs. Prior to becoming a financial advisor, he spent five years practicing corporate law with a prominent Jacksonville law firm. Stevan is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, which provides him with the knowledge and tools to understand how to develop specific strategies to mitigate taxes, preserve assets, help maximize growth and transfer wealth. He earned his J.D. from George Mason University School of Law and graduated cum laude from Western Kentucky University with a B.S. in Accounting.
Stevan is committed to making a positive impact in his local community. He serves as the Chairperson of the Community Service committee and as an active board member of the Rotary Club of South Jacksonville. He has supported the Down Syndrome Association of Jacksonville’s BuddyWalk with his participation and fundraising efforts for the past 10 years.
When he is not working with clients, Stevan likes to spend time with his two sons, often taking weekend trips or having fun at the beach. He also enjoys playing the guitar and being a member of the Beaches Adult Soccer League.
Certified Financial Planner Board of Standards Inc, owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any of the organizations mentioned above.