portrait of Steve Jones
FINANCIAL ADVISOR

Steve Jones

CFP®
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Socially Conscious Investing

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Personal Fitness
  • Tennis

Team Members

  • Abigail Dicks
    Registered Branch Associate
  • Tammy Williams
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(386) 752-3847

Fax

(888) 527-3585

Office Address

2929 West U S Highway 90
Suite 114
Lake City, FL 32055opens in a new window

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