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Chad Jones

CFP®
Financial Advisor

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Chad is a former United States Army officer, retiring as a Major from active duty. During his service, Chad earned a Bachelor’s Degree in Business from the College of Charleston.

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 Access Church. He is blessed to be a devoted husband to his beautiful bride, Paola, and doting dad to his kids, Jackson and Isabel.

Chad joined Allen & Company in 2012. He loves serving his team and their vision: We are devoted to helping our clients prosper, so that our clients and team may be a blessing to others.

Chad has achieved the CERTIFIED FINANCIAL PLANNER™ certification.

Chad Jones holds the Series 7 registration with LPL Financial, and the Series 66 registration with both LPL Financial and Allen & Company.  He also holds his life, health and variable annuities insurance licenses.

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