Jonathan T. Jones - Financial Advisor with Raymond James Financial Services

Jonathan T. Jones - Financial Advisor with Raymond James Financial Services Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned his Chartered Financial Consultant® designation.

He provides investment advisory and financial planning services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

He is risen! Happy Easter.
04/05/2026

He is risen! Happy Easter.

2025 was another great year in the market with the S&P 500 finishing the year +16%. This follows up on the back of two s...
01/05/2026

2025 was another great year in the market with the S&P 500 finishing the year +16%. This follows up on the back of two strong years in 2023 and 2024 as well. It has been a great three-year run for investors!

The stock market ended 2025 with solid gains, driven largely by progress on inflation and a shift in interest rate policy. As inflation continued to ease, the Federal Reserve gained confidence that prior rate hikes had done their job, allowing policymakers to begin cutting rates later in the year. Lower interest rates supported stock valuations and improved investor sentiment, particularly in growth-oriented areas of the market that benefitted from AI.

Ongoing discussions around potential tariffs raised concerns, leading to periods of market volatility during the year. However, tariffs did not derail the market's overall performance. They served as a reminder that policy decisions can have a meaningful impact on investor confidence. Overall, 2025 was a year shaped by macroeconomic forces, with inflation, interest rates, and trade policy playing a central role in market behavior.

2026 will be an interesting year for investors as we move into a lower interest rate environment and begin to see how AI affects businesses and ultimately the economy as a whole.

Thank you to our veterans for your courage, sacrifice, and dedication!
11/12/2025

Thank you to our veterans for your courage, sacrifice, and dedication!

We are officially moved to our new location and excited to continue serving you in our new space!
10/08/2025

We are officially moved to our new location and excited to continue serving you in our new space!

Happy Independence Day and God Bless the USA!
07/04/2025

Happy Independence Day and God Bless the USA!

Today, we pause to remember and honor those who gave their lives in service to our country. Their sacrifice will never b...
05/26/2025

Today, we pause to remember and honor those who gave their lives in service to our country. Their sacrifice will never be forgotten!

The month of April was the most volatile month in the stock market since the COVID outbreak in early 2020. Most of this ...
04/30/2025

The month of April was the most volatile month in the stock market since the COVID outbreak in early 2020. Most of this is attributed to uncertainty created by tariffs and ongoing global trade negotiations. However, here is a number to keep things in perspective...

For the month of April, the S&P 500 index was down just 1.1%.

If you were to watch the major news outlets and read all the headlines, you'd think the world was falling apart and everything was crashing. Spoiler: It's not. The media loves to capture (and keep) your attention.

If you watch the market every single day, it may just drive you crazy. Being invested in the stock market is a marathon, not a sprint. Volatility is always concerning, but it is an inevitable part of investing. However, those that keep a long-term perspective, don't panic, and remain patient have always and should continue to be rewarded. Having a diversified portfolio with proper asset allocation is very important. There is great value in having a financial planner during volatile market conditions that can help keep you focused on your long-term goals and make informed decisions, no matter the uncertainties that lie ahead.

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part ...
03/25/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you.

12/31/2024

2024 Major Stock Indices Results:

S&P 500 +23.3%
Nasdaq +28.6%
Dow +12.9%

That's a gain on the S&P 500 Index of +53% over the past 2 years (2023-2024).

Merry Christmas to you and your loved ones!
12/24/2024

Merry Christmas to you and your loved ones!

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all ou...
11/12/2024

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all our veterans, today and always.

Address

704 Hale Street
Oxford, AL
36203

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+12562372300

Website

Alerts

Be the first to know and let us send you an email when Jonathan T. Jones - Financial Advisor with Raymond James Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jonathan T. Jones - Financial Advisor with Raymond James Financial Services:

Shortcuts

Share

Category