Stephen C. Jones, AAMS, AIF, CFP

Stephen C. Jones, AAMS, AIF, CFP CERTIFIED FINANCIAL PLANNER PROFESSIONAL™ with a focus on goal-based financial planning. Cetera is under separate ownership from any other named entity.

Stephen Jones is a second generation CERTIFIED FINANCIAL PLANNER™ that believes people deserve financial confidence. He does this through investing and protecting the things that matter most to them in their lives. Utilizing the tools given to him by Cetera Advisor Networks LLC, He has developed a process to assist his clients in pursuing their needs, wants, and wishes in a highly personalized way

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“At the end of the day my main goal is to instill financial confidence in my clients, and that I have worked with them to make their lives easier, and more enjoyable.”

Stephen attended Randal University and received a Bachelor of Science Degree in Business Administration. He received the Accredited Asset Management Specialist designation in 2017 from the College for Financial Planning, and the Accredited Investment Fiduciary Certification® in 2018. Stephen earned the CERTIFIED FINANCIAL PLANNER™ certification in July of 2019. Stephen is an Investment Advisor Representative with Cetera Advisor Networks LLC with Series 7, 24, 63, and 65 securities registrations. He also currently holds Life, Health, and Disability insurance licenses. Areas of Focus: 401k, 457, SEP, Simple IRA, Traditional IRA, Roth IRA, and Holistic Financial Planning

When he isn’t helping people plan for the future, Stephen enjoys playing the guitar, and spending time with his wife Keri, their daughter Elle, and their two Schnauzers, Jack and Lucy. "Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards." - CFP.net

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. The AAMS is for Accredited Asset Management Specialist, a professional designation provided by the College For Financial Planning for successfully completing required courses and tests. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are registered to sell Securities in
Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, North Dakota, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia. We are licensed to sell insurance in Oklahoma, Texas, and Arkansas.

From emergency funds to investment returns, a certified financial planner breaks down what everyone wants to know By Ste...
05/31/2026

From emergency funds to investment returns, a certified financial planner breaks down what everyone wants to know By Stephen Jones · Jones Financial Partners · 8 min read Money is one of those topics that sits right next to family and...

Two minutes. That's all it takes to find out your Freedom Number.Most people spend more time picking a Netflix show.
05/27/2026

Two minutes. That's all it takes to find out your Freedom Number.
Most people spend more time picking a Netflix show.

Discover your Freedom Number with our free calculator. Find out exactly how much you need saved to achieve financial independence. Jones Financial Partners.

"Without counsel plans fail, but with many advisers they succeed." — Proverbs 15:22Financial freedom isn't about luck. I...
05/23/2026

"Without counsel plans fail, but with many advisers they succeed." — Proverbs 15:22

Financial freedom isn't about luck. It's about having a plan and someone to help you stick to it.

If you've never calculated how much you actually need to achieve financial independence, start here:

Discover your Freedom Number with our free calculator. Find out exactly how much you need saved to achieve financial independence. Jones Financial Partners.

Tax-free growth. Tax-free withdrawals. No taxes in retirement.That's the Roth IRA — and it's one of the most powerful re...
05/19/2026

Tax-free growth. Tax-free withdrawals. No taxes in retirement.

That's the Roth IRA — and it's one of the most powerful retirement tools available to everyday Americans.

I just released a full beginner's guide covering everything you need to know in 2026 — contribution limits, income rules, Roth conversions, the backdoor Roth, inherited IRAs, and more.

🎥 Watch it here →

Have questions? Email me at [email protected] — I read every one. ⬇️

What if your retirement savings could grow completely tax-free — an...

A client asked me recently: "Am I on track?"It's the most common question I get. And the honest answer is: it depends on...
05/19/2026

A client asked me recently: "Am I on track?"

It's the most common question I get. And the honest answer is: it depends on where you're trying to go.

That's why knowing your Freedom Number matters. It's not about retiring early. It's about having a target — so every financial decision has a compass.

Discover your Freedom Number with our free calculator. Find out exactly how much you need saved to achieve financial independence. Jones Financial Partners.

The Roth IRA: The Retirement Account That Lets Your Money Grow 100% Tax-Free Why this 1997 rule change might be the sing...
05/18/2026

The Roth IRA: The Retirement Account That Lets Your Money Grow 100% Tax-Free Why this 1997 rule change might be the single best savings decision you ever make By Stephen Jones · Jones Financial Partners · 5 min read What if you could...

If you need $80,000/year to live comfortably, your Freedom Number is $2,000,000.That's based on the 4% Rule — withdraw 4...
05/16/2026

If you need $80,000/year to live comfortably, your Freedom Number is $2,000,000.

That's based on the 4% Rule — withdraw 4% of your portfolio in year one, adjust for inflation each year, and your money has a very high probability of lasting 30+ years.

But your number isn't that simple. Social Security, pensions, your age, and what you've already saved all change the target.

Find your actual number:

Discover your Freedom Number with our free calculator. Find out exactly how much you need saved to achieve financial independence. Jones Financial Partners.

Most people can tell you exactly how much they need to buy a house.Almost nobody can tell you how much they need to neve...
05/12/2026

Most people can tell you exactly how much they need to buy a house.

Almost nobody can tell you how much they need to never work again.

We built a tool that answers that question in under two minutes. It's called the Freedom Number Calculator — and it accounts for inflation, Social Security, pensions, and your real-life timeline.
Run your numbers:

Discover your Freedom Number with our free calculator. Find out exactly how much you need saved to achieve financial independence. Jones Financial Partners.

What Is Your Freedom Number — And Do You Know Yours? Most people plan for retirement. Fewer plan for freedom. Retirement...
05/07/2026

What Is Your Freedom Number — And Do You Know Yours? Most people plan for retirement. Fewer plan for freedom. Retirement is a date on a calendar. Freedom is something different — it's the moment when work becomes optional. When you...

Your Freedom Number is the amount you need saved to never work again. Learn how to calculate yours — and what to do once you know it.

How reliable is the financial advice you encounter on social media?In our latest video, Stephen C. Jones, CFP®, reviews ...
04/27/2026

How reliable is the financial advice you encounter on social media?

In our latest video, Stephen C. Jones, CFP®, reviews viral investing tips, budgeting hacks, and debt payoff strategies — offering a professional assessment of which approaches reflect sound financial principles and which ones deserve more scrutiny.
What we cover:

Investing tips making the rounds online — and whether they hold up
Budgeting hacks — evaluated for real-world effectiveness
Debt payoff strategies — reviewed for financial merit

Our hope is that this helps you feel better equipped to evaluate the financial information you encounter every day and make decisions with greater confidence.

4 likes. "CERTIFIED FINANCIAL PLANNER™ Reacts to Viral Investing, Budgeting & Debt Advice"

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