Adam Jones, CFP^®, AIF^®

I began my career in financial planning in 2013. Before officially joining Certified Financial Group^®, I worked alongside the CFG team for several years as an outside representative based in Gainesville, Florida. Today I’m part of the CFG family, working to help clients make clear, confident decisions about their money.

As a CFP® professional and AIF® designee, I operate under the fiduciary standard when providing personalized advice, which means your needs come first. My goal is straightforward: Help you meet your objectives and help bring peace of mind to your finances so you can enjoy the life you’ve worked hard to build.

I am an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor, as well as a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.

I graduated from the University of Florida in 2007 with a degree in Economics and am originally from Ohio. Before entering financial planning, I held roles that taught me service, leadership, and attention to detail, including manager at a local newspaper, apartment property manager, high school and college sports umpire, Vice President of the area officials association, and member of the Board of Directors for Fellowship of Christian Athletes.

Outside the office, you’ll probably find me on the golf course. I’ve worked in different capacities at the UF Golf Course for more than a decade, which means lots of early mornings, good swings, and great conversations with that community. When I’m not chasing birdies, I’m likely at a theme park with my wife and our son. We also share the house with a leopard gecko who keeps us entertained.