VIRGINIA OFFICE

Ken Jones

Wealth Manager
VIRGINIA OFFICE

Ken Jones

Wealth Manager

Ken has over 19 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 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.

Ken's Wealth Advisory Board

Michael Thaler

Wealth Manager and Chief Purpose Officer

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

Mike Mills, AIF®

Wealth Manager

Andrew Walker

Managing Director & Chief Investment Officer

Philip Beethoven-Wilson

Wealth Manager

David B. Saunders

Senior Relationship Builder

William Saunders, CFP®

Chief Relationship Builder

Alison Brown

Strategic Assistant

Sarah Kyle

Strategic Assistant

Call Now Button