Ernest J. Jones, CLU

Ernest J. Jones, CLU

Founder

 

The company was incorporated in 1972. Mr. Jones was the founder and was involved in the design and administration of qualified and non-qualified plans since 1961. He spoke before various groups in the area of pension design and administration throughout the United States. Mr. Jones taught the courses leading up to the CLU designation, along with post-graduate work in those same areas. He retired from the sale of securities in 2004 leaving his clients in good hands with Tracy Jones.  Mr. Jones passed away May 4th, 2010. He was a man of character, honesty, and integrity; qualities which have shaped this company throughout its existence and stand as enduring principles of his legacy.