Gregory Jones

My goal is to provide my clients clarity and focus with assistance in building their financial freedom.  I have the skills, knowledge and experience required to help meet my clients' established goals.  My personal goal is to become a lifetime resource for each and every client. 

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to help ensure you are on track to achieving your goals.

I have been in the financial services industry for over 20 years.  My background includes a degree in Finance and Economics from SMU and the Series 7, 63 and 65 securities licenses and registrations.  Recognition I have received includes:  MetLife Leaders Conference Qualifier (2005, 2015), MDRT Qualifier (2013, 2014) and Five Star Weath Management Recepient (2015).

I was raised in San Anonio, Texas but have lived in the DFW Metroplex for over 25 years.  My wife and I have one daughter.  Some of my hobbies include hunting and jogging.

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews documented by the firm, retention rates, and client assets administered.