Skip to main content

Our financial advice team


Steve Jones, Private Wealth Advisor serving the Longview, TX area - Ameriprise Advisors

Steve Jones

BFA, CRPC®

Private Wealth Advisor

Franchise Owner
Truevine Wealth Partners
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 41 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Interests

Resident of Longview since 1996.

I enjoy anything I can do with my family: Mission work, LSU/SEC football, fishing, hunting & traveling.

Powerless over books: print, audio, fiction and non-fiction.

Marital Status: Married. Wife, Susan

Children: Mary-Claire & Ethan

Felines: Onyx & Olive

Mutts: French & Leo

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B A, Liberal Arts, Centenary College of Louisiana 1993, Shreveport, LA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • East Texas Alzheimer's Alliance Investment Committee Head Board Member, Longview TX 2018-present
  • Newgate Mission Volunteer, Longview, TX 2005-present
  • Longview Family Promise 2009-present
  • Longview Boys Baseball Association, Volunteer and Coach and Volunteer, 2009-present
  • Toastmasters International member. Past President, Longview, TX 1996-present
  • Longview PARD Youth Basketball Church League coach, 2012-2017
  • Disciple Summer Mission; participant and adult volunteer 2013-2018
  • Texas Annual Conference, United Methodist Church, Pension Advisory Board Member, 2016-2020