Chad joined Allen & Company in 2012. As a Financial Advisor on Team Devoted, he is passionate about serving his clients, team, and mission: “For You. Generous Together.”
Chad is a former United States Army officer, retiring as a Major from active duty. During his 20 years of service, Chad acted as a Finance and Accounting Officer to U.S. forces in Saudi Arabia and held Company Command during Operation Iraqi Freedom. He is a recipient of the Bronze Star Medal, the Meritorious Service Medal, and multiple Army Commendation Medals.
An Oklahoma native, Chad and his family live in Lakeland and attend Somos Church and Church For the One. He feels most blessed as a devoted husband to his beautiful bride, Paola, and doting dad to his kids, Jackson, a college student at Santa Fe, and Isabel, who is following in his footsteps at West Point.
Chad earned his Doctor of Business Administration with the University of South Florida and achieved the CERTIFIED FINANCIAL PLANNER™ designation. His favorite quote comes from the character, Santiago, in The Old Man and the Sea, “Man is not made for defeat.”
Chad Jones holds the Series 7 and 66 registrations with LPL Financial. He also holds his life, health and variable annuities insurance licenses.
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