Jim Jones

IFW Financial Professional Jim Jones IFW Financial Professional Jim Jones

Jim Jones’ experience is extensive, and so is the long list of investment opportunities and options he offers clients.

Jim focuses much of his time and attention on selecting alternative and private equity investment opportunities. His research and due diligence identify best of class, non-market correlated investments geared toward generating consistent reliable income. Jim’s clients have come to trust him for his knowledge, integrity, caring approach and attention to detail.

Jim wants people to attain their dreams of retirement, and that includes income planning to help ensure retirement goals are met. He is nationally recognized and licensed in multiple states.

Jim and his wife live in New Albany, Indiana. He graduated from the University of Louisville with a degree in business administration. Jim is a member of multiple associations and organizations, including the Better Business Bureau and the Financial Planning Association.

LICENSES & ACCREDITATIONS

  • Certified Financial Planner
  • Registered Representative
  • Insurance Representative

AREAS OF EXPERTISE

  • Retirement Planning
  • Asset Management
  • Risk Management

Jim Jones

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