Rodney S. Jones

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

Providing Value That Can't Be Ignored.
Let's Talk

Rodney S. Jones

Financial Planner

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Rodney S. Jones

Comprehensive approach with an emphasis on people, not products.

As a financial planner, I'm not interested in transactional solutions. My value is in enhancing your financial situation comprehensively without focusing on products. It's strategy over selling.

I'm Most Proud Of: Early in my career a weeping widow looked into my eyes and told me, "Rodney, had it not been for you, I don't know where me and my daughter would be right now." #changelives

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Meet Our Professional Team

Experience

  • Associate Director of Life Brokerage

    AIG

    October 2015 - November 2019 | Houston, TX

    ✅ Managed the life insurance internal wholesalers for the life brokerage distribution channel ✅ Managed the annuity internal wholesalers for the IMO channel

  • Retirement Specialist

    AIG

    September 2011 - October 2015 | Houston, TX | Atlanta, GA

    ✅ Helped design long term saving strategies for clients to retire with peace of mind ✅ Managed a book of $65MM+ ✅ Analyzed client data to ensure suitable solution that meet their needs

  • Operations Manager

    Citi

    June 2009 - September 2011 | Houston

    ✅ Oversee that bank operations and procedures exceed institutional standards ✅ Responsible for maintaining procedures that foster successful audit ✅ Manage a small team of tellers an personal bankers

The Prudential Difference

    • Variable Annuities: AR, CA, MI, TX
    • Securities License: AR, CA, MI, TX
    • Variable Life Insurance: MI( AR License #6543493)( CA License #4099678)(TX License #1120510)
    • Fixed Annuities: MI( AR License #6543493)( CA License #4099678)(TX License #1120510)
    • Life Insurance: MI( AR License #6543493)( CA License #4099678)(TX License #1120510)

Rodney Jones offers investment advisory services and programs through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Rodney Jones offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.