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Cleopatra Jones

Advisor at Raymond James Financial — Junction City, KS

Updated today

Credentials

CFP®, Series 66

Experience

23 years

Location

Junction City, KS 66441

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Cleopatra Jones is a CFP® with 23 years of industry experience currently affiliated with Raymond James Financial. She has worked extensively in wealth management and trust services at Central National Bank since 2002. Jones also holds a role providing sales support, client relations, and marketing for Central National Bank's Wealth Management & Trust Services Division. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique municipal advisor affiliation.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Junction City, KS

814 North Washington

Junction City KS 66441

Advisors at this office

3

Most active in

Kansas

Work history

23 years of industry experience

Power of Attorney

2019 - Present • 7 years

Junction City, KS

Raymond James Financial Services Advisors INC.

2017 - Present • 9 years

Junction City, KS

Raymond James financial Services

2003 - Present • 23 years

Junciton City, KS

Central Nat Bank Wealth Mgt & TRT Services Divis

2002 - Present • 24 years

Junction City, KS

Central National Bank

2002 - Present • 24 years

Junction City, KS

Disclosures

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

Business activities & affiliations

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Seth G

Series 65

Manhattan, KS

SGA Wealth Advisors LLC

Seth Gordon is a Series 65-licensed advisor at SGA Wealth Advisors LLC in Manhattan, KS, with 13 years of experience at Sink Gordon Accountants & Advisors. He operates as the sole advisor at SGA Wealth Advisors, an independent firm. SGA Wealth Advisors provides advisory services to individuals, high-net-worth families, trusts, foundations, retirement plan sponsors, and closely held businesses. The firm offers comprehensive wealth management programs and financial planning, often working as a co-advisor with Pinnacle Advisors for active portfolio management and utilizes a collaborative approach integrating accounting and trust services.

Equity compensation tax strategy Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
user avatar

Randy S

Series 65

Manhattan, KS

Abundance Wealth Management

Randy Stitt is the principal of Abundance Wealth Management in Manhattan, KS. He holds a Series 65 credential and has experience in academia and commercial banking, having worked at Kansas State University and Community First National Bank since the early 2000s. Stitt founded Abundance Wealth Management in 2026 and currently serves as its sole advisor. Abundance Wealth Management offers investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s approach integrates fundamental analysis and Modern Portfolio Theory, utilizing both passive and active investment vehicles, with options for socially conscious portfolios tailored to client goals and risk tolerance.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® with 10 years of industry experience, currently serving as the principal of No Coast Financial Group. He has held positions at Garrett Investment Advisors, CGN Advisors, and runs Heckman Research Consulting, LLC. He is also an Associate Professor of Practice at Texas Tech University. No Coast Financial Group is a fee-only independent advisory firm that serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm follows asset-allocation principles based on Modern Portfolio Theory and fundamental analysis, offering tailored investment management and financial planning services with discretionary management and periodic reporting.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Derek L

CFP®, Series 63

Manhattan, KS

Priority Financial Partners

Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning General tax planning
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Brian N

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Brian Nickel is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Keating Financial Advisory Services and has held roles at Raymond James Financial and Assurity Life Insurance. Outside of his advisory work, he is involved with Phoreus Biotech, a company that licenses nanotechnology. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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