| Company: | Jones Wealth Management Group |
| Contact: | Martavius D. Jones |
| Address: | 280 Hernando Street, 2nd Floor |
| City: | Memphis |
| State: | TN |
| Zip: | 38126 |
| Phone: | 901-312-9166 |
| Fax: | 901-312-9167 |
| Email: | mjones@joneswealthmgmt.com |
| Website: | www.joneswealthmgmt.com |
About My Practice
Martavius D. Jones began his career in financial services in the Employee Benefits Division (EBD) of Aetna Life & Casualty in 1990. In 1994, he obtained his securities and insurance licenses, while employed by A.G. Edwards & Sons. After working in the investment department of a Nashville-based bank in Nashville and Memphis, he went independent as a financial advisor and launched the Jones Wealth Management Group in 2001.
After reviewing his late father's retirement options in 2009, who was an employee of the VA Hospital in Memphis, he began focusing on helping federal government employee better understand the complexities of their benefits. In 2014, he earned the designation of a Chartered Federal Employee Benefits Consultant(sm) to better help him serve the federal employee community. As a Chartered Federal Employee Benefits Consultant(sm), he's familiar with CSRS, FERS, TSP, FEGLI, and other benefits offered to federal government employees.
Martavius D. Jones has a nationwide customer based and is licensed to work with clients in: AR, AL, CA, CO, DC, FL, GA, IL, IN, MD, MS, MO, NM, OH, OK, TN, TX, VA.
Martavius D. Jones is registered with and offers securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Ste. 1201, Ft. Lauderdale, FL 33308 Tel: 954-782-4771. Advisory services offered through Kovack Advisors, Inc. Jones Wealth Management Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Martavius D. Jones may discuss/transact business in: AR, AL, CA, CO, DC, FL, GA, IL, IN, MD, MS, MO, NM, OH, OK, TN, TX, VA.
Offering Advice Since
1994
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Licenses, Certifications, Education, and Affiliations
Designations: Chartered Federal Employee Benefits Consultant (ChFEBC)
Insurance Licenses: TN, AR, MS, VA, DC, MD, TX
Security Licenses: 7, 24, 63, 65, 66
Other Licenses, Certifications, Designations: Martavius D. Jones may discuss/transact business in: AR, AL, CA, CO, DC, FL, GA, IL, IN, MD, MS, MO, NM, OH, OK, TN, TX, VA
Education: BBA in Finance, Howard University, Washington, DC
Investment Advisor Registration: Kovack Advisors, Inc.
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
Commissions and/or loads for investment products purchased
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
Kovack Securities, Inc.