Jones joined HHM Wealth Advisors in 2013 and was named a partner of the firm in 2020. As an HHM Wealth Advisors Partner, Jones helps clients build, manage, and protect their wealth. His primary responsibilities include providing holistic financial planning to high-net-worth families, working closely with the families to achieve their goals through appropriate investment, retirement, tax, estate, and insurance planning. Additionally, Jones has extensive experience working with non-profit organizations, advising on foundation and endowment investment policies and allocations, and providing retirement plan consulting services. With 15 years of experience as a trusted advisor, Jones is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and also a Certified Public Accountant.
Jones applies his extensive tax planning experience with individual clients, assisting business owners and high-net-worth individuals. Some of the services he provides include year-end tax planning, and estate and trust tax consulting. He routinely partners with CPAs and estate planning attorneys to better serve clients on tax and estate matters. A great deal of his time is spent advising retired executives, self-employed business owners, and non-traditional decision makers.
Jones applies two foundational beliefs to his daily work responsibilities: “good service is good business,” and “truth builds trust.”
Jones resides in Chattanooga with his wife, Marissa, two kids, Jack and Sloane, and dog, Fisher. Jones actively contributes to the community as Finance Chair and Board Member of the Siskin Hospital for Physical Rehabilitation, among other roles. When he’s not advising clients or working in the community, Jones enjoys golfing, fishing, and playing basketball.
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