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Robert J

Series 63

Charleston, WV

Raymond James Financial

Robert Jones is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds a Series 63 designation and has worked with Raymond James since 2002. In addition to his advisory role, Jones serves as an officer and treasurer for Access Systems, a company he has been involved with since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew J

Series 66, Series 63

Charleston, WV

Raymond James Financial

Matthew Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Diffenbauch & Hritz and West Virginia University. He also supports a separate business, Jones Monk & Ranson LLC, in a registered representative role assisting with client needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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