Broker Check
The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

WELCOME TO JONES, MEAD & ASSOCIATES

Our company is based on the principal that ethics, education and a clear understanding of our clients' situations are vital to providing sound recommendations and prudent advice.

Jones, Mead & Associates, a second generation family business, was founded with the goal of assisting our individual and corporate clients with their retirement planning, investment, and insurance-related needs. Our emphasis on personal service has earned us a reputation of excellence in our industry.

Our staff consists of experienced professionals, each with a “hands-on” approach to client service. You will find our team members knowledgeable and eager to help make your goals a reality.

Learn more

WHAT WE DO

Financial Advisory Services

  • Retirement planning
    • Accumulation Strategies
    • Distribution strategies
    • Income strategies
  • Asset management
  • Investment advisory services
  • Estate planning
  • Charitable planning
  • College planning
  • Executive compensation planning

Insurance Advisory Services

  • Life
  • Disability
  • Long-term care
  • Life settlements
  • Business insurance

Corporate Retirement Plans

  • 401 (k) profit sharing plans
  • 403(b) Plans
  • Non-Qualified Deferred Compensation Plans


Learn more

We currently have representatives registered to offer securities in the States of California (CA), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Virginia (VA), West Virginia (WV), and Washington, D.C. (DC), and insurance products in the States of Arizona (AZ), Florida (FL), Georgia (GA), Maryland (MD), New Jersey (NJ), North Carolina (NC), Pennsylvania (PA), Virginia (VA), West Virginia (WV), and Washington,D.C.

 

For more than 30 years we have partnered with the independent broker dealer, H. Beck, Inc., a wholly owned subsidiary of Kestra Financial. H.Beck provides a complete and objective menu ofinvestment products to meet the needs of our clientele,and performs due diligence on products offered. It iscommitted to supporting the independent advisor, andserves approximately 600 investment professionalsaround the country.

Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions.  Past performance does not guarantee future results.