Patricia Jones, Principal
After gaining valuable experience in the financial services industry, Patricia began working with clients to help them prepare for retirement and pursue their vision of financial independence. People matter to Patricia, and she is adept at using her knowledge and experience to help clients clarify their goals. She works hard to cultivate lasting relationships that are beneficial for both the client and her company.
Clients know Patricia as someone who brings clarity and objectivity to her role as their advisor. She understands the importance of keeping the client’s values at the center of the planning and portfolio design processes.
Patricia has excellent professional credentials that enable her to serve a broad range of client needs. She holds the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. She also holds the Series 7 and 66 securities registrations with LPL Financial as well as life insurance and health/disability insurance licenses regulated by the Minnesota Insurance Commission.
Patricia lives in Minneapolis with her husband and two children; she volunteers in support of community organizations and enjoys reading in her spare time.
Corrie Perez, Client Relations Manager
Corrie has been a key contributor with the company since she joined Patricia in 2003. As an experienced professional, Corrie brings an unwavering commitment to serve our clients with excellence; she ensures that our operations are run smoothly and that clients experience Jones Financial at its best. Corrie shares Patricia’s passion for building and maintaining positive long-term client relationships through hard work and first-class service. Corrie’s focus is to work with Patricia and our clients, helping to navigate their financial information and ensure that goals are continually monitored and updated. She holds the Series 7 and 63 securities registrations with LPL Financial as well as a life insurance license regulated by the Minnesota Insurance Commission.
When not in the office, Corrie enjoys spending time with her family. She serves on the NAMI Hennepin board of directors, and she volunteers with youth in the Minneapolis public schools and her local church. She values these opportunities to connect with local organizations, working to improve the lives of people in our city.
Business Advisory Board
To continue our success as a financial services practice, we continually look for ways to make Jones Financial Group the best it can be.
We believe that our focus on the quality of our business processes and services requires input beyond our four walls. That has led us to create a Business Advisory Board made up of clients and key professional contacts who provide non-binding, but informative guidance on a variety of business topics. Board members help us by sharing valuable insights from their client experience and their knowledge about relevant areas of business and marketing. Each Business Advisory Board member is invited to serve a two-year term.
About LPL Financial
As your financial advisor, we are committed to your success and finding the right strategy for your specific goals. We pair our knowledge and experience with LPL Financial’s dynamic offerings to help us craft your personalized investment strategy.
LPL Financial is a leading financial services company and the nation’s largest independent broker-dealer, supporting thousands of financial advisors nationwide.¹ For more than four decades, LPL has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. LPL helps reduce the complexity of running a financial services practice so that advisors can focus on what they do best—helping their clients attain their financial goals and fulfill their dreams.
LPL Financial does not engage in investment banking and has no proprietary products. This allows us to provide objective guidance, free from conflicts of interests. LPL Financial also has one of the industry’s largest independent research departments, giving us access to a wide range of objective strategies that we can consider with our clients.
The LPL Financial membership with the Securities Investor Protection Corporation (SIPC) provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions and limitations.²
This extensive coverage reflects a strong commitment to serving your investment needs. For more information about LPL Financial, visit www.lpl.com.