Roy Jones

Managing Principal, Wealth Manager, Aegis Wealth Group

Roy Jones runs Aegis Wealth Group, a financial advisory firm associated with LPL Financial. Roy began development as a financial advisor while training to be an officer in the U.S. Army.

The firm's mission is to strengthen your the financial well-being of families by finding ways to reduce tax burdens, increase wealth and reinforce security.

Roy and his team use an all-star team approach unmatched by any other independent firms. The firms highly skilled specialists include Certified Financial Planners, a Certified Fund Raising Executive, an Accredited Asset Manager, a Stanford educated attorney with an MBA and CPA, an MBA/CPA, an insurance agent, a real estate broker, three Wealth Managers, trust officers and our exceptional support staff. Two of the firm's professionals taught or teach Economics, History and Taxation at the College/University level.

 

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