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Cindy Jones

Advisor at Covington Investment Advisors, Inc. — Ligonier, PA

Updated today

Credentials

Series 65

Experience

18 years

Location

Ligonier, PA 15658

Covington Investment Advisors, Inc. logo

Covington Investment Advisors, Inc.

Team

Total advisors

5

Clients per advisor

43 Low

Avg AUM per client

$2,933,206 Very High

HNW client ratio

34% Typical

About

Cindy Jones is a financial advisor at Covington Investment Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with Covington Investment Advisors since 2012. Covington Investment Advisors is a fee-only, SEC-registered firm that offers personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term fundamental security analysis and strategic asset allocation, managing most assets on a discretionary basis tailored to client goals and risk tolerance.

Client services

Based on Covington Investment Advisors, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Covington Investment Advisors, Inc.

General retirement planning Cash flow / budgeting

Occupation focus

Based on Covington Investment Advisors, Inc.

Founder/Business Owner

Demographic focus

Based on Covington Investment Advisors, Inc.

Mid-Career Professionals

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Fee options

Percentage

1.00% on total assets managed for relationships under $10,000,000; separate negotiated percentage for relationships above $10,000,001

Other

Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management; no commissions or sales charges accepted

Location

Ligonier, PA

301 East Main Street

Ligonier PA 15658

Advisors at this office

5

Most active in

Florida · Pennsylvania · Texas · Virginia

Work history

18 years of industry experience

Covington Investment Advisors, Inc.

2012 - Present • 14 years

Ligonier, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

General estate planning guidance Charitable giving & philanthropy
user avatar

Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Isaac N

Series 65

Ligonier, PA

Jarrod Adams Investing, LLC

Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Nick A

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Jacob D

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
user avatar

Colten M

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Colten Mc Cutcheon is an advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes positions at BNY and Saint Vincent College. Outside of his advisory role, he has experience working at Latrobe Country Club and educational institutions in the Latrobe area. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing assets on a discretionary basis with comprehensive financial planning services.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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