Financial Advising in Davie, North Carolina

2 found · ← All categories in Davie

Updated October 31, 2026

Ken Jones

Financial Advising

Mocksville, NC

Ken Jones provides retirement income and savings strategies and holds CFP®, CIMA®, and CEPA® certifications in Mocksville, North Carolina.

  • Retirement income planning
  • Retirement savings strategies
  • Portfolio reviews

Edward Jones

Financial Advising

Mocksville, NC

Edward Jones's Ken Jones holds CFP®, CIMA®, and CEPA® certifications and focuses on retirement strategies, portfolio reviews, and business retirement plans.

  • Retirement income planning
  • Retirement savings planning
  • Portfolio reviews

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FAQ

What financial planning services does Ken Jones list?

The listed focus areas include retirement income and savings strategies, portfolio reviews, business retirement plans, wealth strategies, and charitable giving.

Can I meet with this financial adviser online?

Yes. Web conferencing is available.

Are Saturday appointments available?

Saturday appointments are available by appointment only.

What certifications does Ken Jones hold?

The listing identifies CFP®, CIMA®, and CEPA® certifications.