Brian Jones

Brian M Jones

Wealth Management Advisor

  • CPA
  • PFS
  • CFP®
  • CLU®
  • CLTC®
  • CA License: #0B70626

1449 Old Waterbury Road Suite 103, One Reservoir Office Park
Southbury, CT 06488

203-264-8881203-413-4448Visit my website
FINRA BrokerCheck

About my practice

We are a specialized professional team (with backgrounds and experiences including CFPs, MBAs, CPA, CLUs, CLTCs, JDs, investment and retirement specialists) collaborating to provide comprehensive holistic fee-based planning, investment strategies and insurance planning to our valued clients, businesses and families. Please contact our team to schedule a complimentary teleconference or meeting.

Get in touch

Northwestern Mutual Agent Form
Are you currently working together?
Are you currently working together?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.


Google Map

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck

Northwestern Mutual Website Footer