Ken Jones, Financial Advisor located in Mocksville, NC

Financial Advisor
Ken Jones

CFP®, CIMA®, CEPA®
390 S Salisbury St, Mocksville, NC 27028opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CIMA®

    Certified Investment Management Analyst®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Golfing
  • Sports Enthusiast
  • Traveling
  • Cooking
  • Auto Racing

Team Members

  • Courtney Sloan
    Branch Office Administrator
  • Kenneth Wiles
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(336) 751-5672

Fax

(888) 226-7357

Office Address

390 S Salisbury St
Mocksville, NC 27028opens in a new window

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