
Jordan Jonesemail
Capstone Partners - Utah
2901 West Blue Grass Blvd, Suite 320
Lehi, UT 84048
Lehi, UT 84048
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Hobbies
Sports, Family, Home Automation junkie
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Special Needs, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Estate Planning, Group Benefits, Risk Management Strategies, Charitable Giving, Financial Education, Retirement Strategies, Military
Check the background of this investment professional on FINRA's BrokerCheck