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Cfp® Zachary Jones

Financial Advisor at Raymond James & Associates - I Pave the Road to Retirement and Beyond

Zachary Jones, CFP® is a Financial Advisor at Raymond James & Associates with over 10 years of experience in financial planning and investment management.1 He began his career in financial services in 2008 and previously worked with LPL Financial for 6 years before joining Raymond James.1

Zach provides comprehensive financial services including:

  • Financial planning
  • Estate planning
  • Retirement planning
  • Investment management using managed money, equities, fixed income securities, mutual funds/ETFs, and insurance products1

Based in San Diego, California, Zach takes a personalized approach with his clients. He creates customized investment portfolios tailored to each client's specific goals, risk tolerance, and financial situation.1 Zach aims to build long-term relationships with his clients, continuously monitoring their portfolios and adapting strategies as their lives and financial needs evolve.1

Outside of work, Zach enjoys surfing, playing golf, and outdoor activities.1 He is originally from Seal Beach, California.1

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Cfp® Zachary Jones
Cfp® Zachary Jones, photo 1
Cfp® Zachary Jones, photo 2
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Location

San Diego County, California, United States