Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC®
Wealth Management Advisor

The Jones Financial Group


Before the Jones Financial Group can speak intelligently about the products and services that might be appropriate for you, your family, and your business, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know us.

Professional Development

Please invest a few minutes of your valuable time to familiarize yourself with the experiences and accomplishments of Brian M. Jones, CPA. PFS, CFP®, CLU®, CLTC, Wealth Management Advisor.  Our valued clients benefit from his diverse professional background and experience.

Brian's entrepreneurial and business skills started when he was 16 years old as Founder and Owner of Marshall Painting Company. For the next eight years, his summertime business employed up to eight employees and grossed over $40,000 (in current dollars this would equate to over $90,000). His company completed over 160 residential, commercial and municipal projects, including historic restorations. This provided him with hands-on entrepreneurial and management experience and allowed him to finance his college education.

After completing his Bachelors of Science Degree in Accounting, Brian was a Tax Consultant and Certified Public Accountant (CPA) for a local firm and then a Senior Tax Consultant for a Big-8 International Accounting Firm. His five tax seasons worth of experience provided him with a unique and profound understanding of personal and business income taxes, business and retirement solutions, risk management, and estate analysis.  His accounting and consulting clients included entrepreneurs, executives, and retirees in diverse business operations ranging from medical, service, high tech and manufacturing firms.

In 1989, Brian decided to utilize his unique background and help his valued clients as a financial professional delivering high-quality planning, investment and risk managment planning.

Brian is honored to be a Past President of the Connecticut Estate & Tax Planning Council, Inc. (  Brian served his profession as an active Director and Officer of the Council's Board of Directors from 1999 - 2007.  After serving as a Director for three years, Brian was elected by his peers, and ultimately served as Secretary, Treasurer, Vice-President, President and Immediate Past President.  Brian served as the Council's President from 2005 - 2006 and helped the council celebrate 70 years of service to Connecticut estate and tax planning professionals at its May 2006 Annual Meeting.

Brian is frequently asked to speak to professional and business organizations on personal and business needs including insurance, investment, retirement and estate preservation and distribution.

Brian believes in the importance of continuing education and staying on the forefront of knowledge in his field. Early in his career, he furthered his education with graduate tax courses at the University of Hartford. He has continued his professional edcuation and earned the professional designation of  Personal Financial Specialist (PFS) certification from the American Institute of Certified Public Accountants. In addition, Brian earned the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. plus the Chartered Life Underwriter (CLU®) certification from the American College.  He received his Certification in Long-Term Care (CLTC) from the Corporation for Long-Term Care Certification.

Associations and Memberships

Past President, The Connecticut Estate & Tax Planning Council, Inc. ( a statewide organization consisting of over 130 Attorneys, CPAs, Insurance, Trust and Investment Professionals who specialize in the estate and tax planning area.

Chairman, Legacy and Planned Giving Committee of the Greater Waterbury Area American Cancer Society ( Awarded the 2002 Volunteer of the Year Award (New England Division).

Member, American Institute of Certified Public Accountants (AICPA) (

Member, Personal Financial Planning Section of the AICPA

Member, Connecticut Society of Certified Public Accountants (CSCPA) (

Charter Member, National Association of Insurance and Financial Advisors (

Member, Southbury Business Association (

Member, Finance Committee and a member of the Professional Advisors Network of the Connecticut Community Foundation - Center for Philanthropy (  Fostering creative partnerships to build rewarding lives and thriving communities. Since 1923, the Foundation has served the Central Naugatuck Valley and Litchfield Hills by connecting donors' charitable interests with community needs. The Connecticut Community Foundation works to connect nonprofits and students in the Greater Waterbury and the Litchfield Hills to resources that are made possible by our generous donors and partner funders.  In 2015, the Foundation awarded more than $ 4 million grants to nonprofit organizations, scholarships to area students, and gifts made to local nonprofits through the "Give Local Greater Waterbury & Litchfield Hills" online giving event, while the Foundations assets increased to over $90 million.

Awards and Recognition


Million Dollar Round Table Provisional Member 1991

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


Million Dollar Round Table Qualifying Member 1997, 2000-2006, 2010-2013

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


Million Dollar Round Table Qualifying/Life Member 2008, 2014-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 1992-2000, 2003-2007, 2009

Award recognizing persistency and performance


National Sales Achievement Award 1997

Award recognizing performance


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