Jeff Jones serves as a Registered Principal of Lion Street Financial at JK Jones. His insights, gained in a business career spanning over 25 years, offer JK Jones clients a deep knowledge in investments, insurance, trusts, estate planning, as well as the tax issues related to each of these areas. As the founder of JK Jones (formerly Central Ohio Investment Services), Jeff's client-oriented perspective on financial services goes to the heart of JK Jones' operating philosophy. "Our success has been directly related to our sincere interest in the financial well-being of all our clients. Experience, track record, and access to the right products are important selling points to our clients, but in the end, long-term relationships are the foundation of any company." Independence is another factor. "Because JK Jones is an independent firm, we have no set agenda or list of products we need to offer. We can sit down with a client, help design an effective plan, and then find the best products and services to put the plan into action." Residing in Lancaster, Ohio, Jeff and his wife Debbie have three children. They are actively involved with their church, like to travel, and play golf and tennis.
Education
Stetson University, BBA - Accounting
University of Dayton, MBA - Finance
Professional Associations/Examinations
- Certified Public Accountant
- FINRA Series 7, 24, 51, and 66 Registered
- Member, Financial Planning Association
- Member, The American Institute of Certified Public Accountants
- Member, The Ohio Society of Certified Public Accountants
- OSJ Lion Street Financial
- Licensed Insurance Agent