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Paul Jones, CFP®, CRCP®

Paul Jones, CFP®, CRCP®

Financial Advisor

Paul graduated from Montana State University with a BS in Business/Marketing. He has been a Financial Advisor with Waddell and Reed since 2005, and joined LPL Financial in 2021. He has earned the Certified Financial Planner mark from the CFP® Board, holds the Series 7 and 66 securities licenses with LPL Financial as well as life and health insurance licenses. He also holds the Certified Retirement Planning Counselor CRCP® designation from the College of Financial Planning. Paul has helped develop customized financial plans, recommending investment strategies to help people pursue their goals. He enjoys meeting one on one with clients to help educate them regarding their financial situation.

In his down time he enjoys spending time with his wife and three kids, camping, fishing and being outside.

Mission Statement

To educate and help clients make informed decisions regarding all aspects of their financial life.