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Jordan Jones

RFC
Retirement, Investing, Small Business
6
Answers
0
Articles
“Jordan Jones, Registered Financial Consultant, is passionate about inspiring clients and providing them with the tools for building a successful financial future.”
Firm:

MassMutual Intermountain West

Job Title:

Financial Advisor

Biography:

Knowledge is the key to a successful financial future. Jordan's background, experience, and commitment to providing clients with the resources they need to make financial decisions can help make their financial future as successful as they need it to be. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Along with a team of professionals, Jordan offers guidance to his clients to help them reach their financial goals. His focuses include: Investment Strategies, Business Succession Planning, Retirement Income Planning, Insurance Strategies, College Funding Strategies, Special Care, Estate Planning, Group Benefits, Risk Management Strategies, LGBTQ, Charitable Giving.

VISIT JORDAN'S WEBSITE

Education:

Associate of Science, Dixie State College
B.S. in Business & Marketing, University of Phoenix

Assets Under Management:

$25 million

CRD Number:

5766471

Insurance License:

#213434

Disclaimer:

Jordan Jones is a Registered representative and Investment Advisor Representative of MML Investors Services, LLC. Licenses currently held include FINRA Series 6, 63, and 65 securities licenses and state Life and Health licenses. Jordan Jones, RFC can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where he is not licensed to conduct insurance and/or securities business.

Securities licenses in the following jurisdictions:  UT, NV, AZ, NM

Insurance licenses in the following jurisdictions:  AZ, NM, NV, PA, UT

​Domicile State: UT

​We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business

Videos
  • Jordan Jones Financial Advisor
All Answers
    Stocks, Taxes
Can I transfer my stock to other companies without incurring a capital gains tax?

This is a great question for a tax professional. Here is alink i think can answer your question: https://www.investopedia.com/investing/rolling-over-company-stock/

 

2 weeks ago
    Banking, Investing, Asset Allocation
How do I start investing with less than $10,000?
2 weeks ago
    Retirement, IRAs, Taxes, Income Tax, Retirement Plans
If I become self-employed, can I open a simplified employee pension (SEP) IRA?
2 weeks ago
    401(k)
Is paying off a vacation ownership account with 401(k) money a good idea?
2 weeks ago
    Financial Planning, 401(k), IRAs
Should I use the back door Roth IRA conversion to convert my traditional IRA to a Roth IRA?
2 weeks ago