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.
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
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, Grove Point Financial, a wholly owned subsidiary of Kestra Financial. Grove Point Financial 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 Grove Point Financial and have not been reviewed by Grove Point Financial 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.
Please review our Form CRS at: https://www.grovepointfinancial.com/-/media/project/microsites/microsites/grovepoint/pdfs/grove-point-investments--advisors-combined-crs-form.pdf