VIRGINIA OFFICE

Ken Jones, CFP®, ChFC®

Wealth Manager
VIRGINIA OFFICE

Ken Jones, CFP®, ChFC®

Wealth Manager

Ken has over 21 years of experience and achievement in the financial industry and is passionate about enhancing clients’ lives by improving their financial security and independence.

Joining Equity Concepts in 2005, Ken has used his talents to serve in many departments, from operations to technology and beyond. Ken knows that stewardship requires partnership and believes that the more the people of an organization give each other, the more successful the organization can be in serving its clients. Ken currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 66, 7 and is licensed in 14 states. Ken is a CERTIFIED FINANCIAL PLANNER™ practitioner, and also hold an Chartered Financial Consultant designation.

Ken is a member of Mechanicsville Christian Center, where he serves the finance committee and is also active with their worship and fine arts ministry. At nights and on weekends, he enjoys time with his wife, Jessica, a music teacher. They live in Mechanicsville, Virginia, with their three children, Karissa, Kal and Landrum.

To learn more about Ken’s team, The Legacy Team, you can visit www.legacyteamadvisors.com 

Ken's TEam

Philip Beethoven-Wilson

Wealth Manager

Mike Mills, AIF®

Wealth Manager

William Saunders, CFP®

Chief Relationship Builder

David B. Saunders

Senior Relationship Builder

Michael Thaler

Wealth Manager and Chief Purpose Officer

Wendy Hicks

Account Manager

Sarah Kyle

Wealth Manager

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