Carrie Jones

CFP®

Life Planning Partners, Inc.

Senior Planner

Carrie Jones

CFP®

Life Planning Partners, Inc.

Senior Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Carrie Jones, CFP®

(904) 448-5158

Our Mission: Providing the absolute best in financial life planning - locally and across the country.

Meet Carrie Jones

Carrie is a Senior Planner with Life Planning Partners, Inc. She works with clients to help them make intelligent financial decisions, focusing on retirement projections and tax planning. Carrie began her financial career in 1990 in the insurance industry. After working with several independent investment advisors in operations, investment research, and compliance, she decided to concentrate her career on personal financial planning. Since 2006, Carrie has been working directly with clients, offering financial guidance and investment counseling, ultimately earning the CERTIFIED FINANCIAL PLANNER™ designation.

Carrie is a member of the National Association of Personal Financial Advisors (NAPFA) and on the board of the Financial Planning Association of Northeast Florida. Carrie and her husband, Craig, have two Eagle Scout sons and continue to support Boy Scouting.

Carrie Jones is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Carrie Jones is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Carrie Jones

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Office Locations:

  • 6550 St Augustine Rd
    Ste 302
    Jacksonville, FL 32217

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