Meet the Financial Planner

Victor D. Jones, CFP®      

 

Financial Planning Certifications:

Certified Financial Planner™
Chartered Financial Consultant™
Chartered Life Underwriter™

 

- CFP®
- ChFC®
- CLU® 

Accounting and Fiduciary Licenses:
 
Certified Public Accountant                                      
Enrolled Agent
California Licensed Professional Fiduciary #1078

 


- CPA
- EA 
  

 

Real Estate Licenses:

CA Real Estate Broker (CALBRE# 01267687)  
CA Mortgage Broker (NMLS# 1559720)

 
 
 

FINRA Securities and Insurance Licenses:

Commodity Futures Representative #1733706
Registered Options Principal #1733706
General Securities Representative #1733706
General Securities Sales Supervisor #1733706     
General Securities Principal #1733706
Financial and Operations Principal #1733706
Futures Branch Office Manager #1733706
Municipal Securities Principal #1733706
Equity Trader Representative #1733706
Uniform Securities Agent #1733706
Investment Advisor Agent #1733706
California Life and Disability Analyst 
California Life and Disability Insurance Broker
California Fire and Casualty Insurance Broker
California Variable Annuity Insurance Broker 

- Series 3
- Series 4
- Series 7
- Series 8
- Series 24
- Series 27
- Series 30
- Series 53
- Series 55
- Series 63
- Series 65
 

Educational Background:

California State University Northridge              
Master of Science Degree, Taxation

Prairie View A&M University  
Bachelor of Science Degree, Mechanical Engineering

H. Grady Spruce High School  
High School Diploma, General Studies  
 

UCLA
Certificate, Personal Financial Planning

CFA Institute
Chartered Financial Analyst, Level 1 Candidate 

Languages:

English       - Native language; speak, read and write
Spanish      - Professional working proficiency; speak, read and write 
Portuguese - Limited working proficiency; speak

Membership Organizations:

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Washington Society of Certified Public Accountants
Certified Financial Planner Board of Standards, Inc. 
National Association of Enrolled Agents
National Guardianship Association
National Association of Patent Practitioners
American Translators Association
​National Association of Judiciary Interpreters and Translators