Advisor profile


My approach

Luke Jones - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Luke Jones - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7,9,10,63,65 Licensed
  • Life, Health, Variable Annuity Licensed

Education

  • Northern Kentucky University, Highland Heights, Kentucky B.S. Economics, Minor in Finance

Interests

  • Family: I have been married to my wife Jackie for 17 years. Much of our spare time revolves around our three children Marci (16) Alex (14) and Maggie (12).
  • Coaching: I coach boys and girls golf for Immaculate Heart of Mary. Go Crusaders!
  • I enjoy family time and attending our children's school and athletic activities.
  • My other interests include reading and golf.

Community participation

Anderson Hills Kiwanis

Previous experience

  • Wells Fargo Advisors, LLC, 2008-2009
  • A.G. Edwards & Sons Inc, 1999-2008
  • Painewebber Incorporated, 1998-1999

Advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.