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John J
CFP®, Series 66
Georgetown, TX
Precision Wealth Strategies, LLC
John Jones is a CFP® with 13 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory work, he owns Yakin Strategies, LLC, a consulting firm focused on business and RIA operational services, and Boaz Holdings United, LLC, an investment holding company. Precision Wealth Strategies, LLC provides comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” strategy to align asset allocation with clients’ cash-flow needs and risk tolerance, offering a range of plan-level consulting and fiduciary services.
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