Broker Check
Steven R. Jones

Steven R. Jones

Wealth Advisor

Steven Jones was born in Newport, North Carolina, and raised in Johnston County. Steven received a Bachelor's degree in Business Administration from East Carolina University in 1997. Afterwards, he spent many years in management in the agricultural retail sector as well as in the custom home building business. This vast management experience taught him hard work and the value of excellent customer service.

Steven carried this wealth of experience with him and joined the insurance and financial services sector where he found his true calling in comprehensive financial planning. Steven holds his series 7 and 66 Securities Registrations with LPL Financial. Even as his client base grows, he values tailoring plans to the individual needs of his clients. Steven believes creating long-term, one on one relationships with his clients is the key to helping them work towards their financial goals.

Today, he resides in Greenville, NC with his wife of 18 years, Andra. Steven and Andra have two children, Meghan and Tyler. Steven coaches his son's local recreation baseball team as well as a travel baseball team. The family loves to spend time traveling together. You will often find them at baseball tournaments, on hunting trips, or on their skiff headed to the beach.