Skip to content

David Jones, CFP®




RAYMOND JAMES & ASSOCIATES
Financial Advisor | 865-777-5800
11400 Parkside Drive, Ste 200 | Knoxville, TN 37934

David Jones is currently a Financial Planner for Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Starting as a runner at TIS Insurance Services at the age of 16, he went on to intern at UBS Financial Services his junior year of college, ultimately working in Private Placement and Alternative Investments. “I transitioned to Raymond James three years ago and could not be more pleased with the firm’s commitment to clients, employees and the communities in which we live and work,” Jones said. “I truly enjoy the people I work with every day and I have the best clients you could ask for. I feel very fortunate to have found this profession at such an early age.”

Specializing in helping family- owned businesses, Jones concentrates on multi-generational family wealth planning. “People are often pleasantly surprised that I am a very holistic financial planner,” he explained. “The wealth management component is a byproduct of the planning that I do. I have worked with clients on everything from selling a business to financing a vacation home. We pride ourselves on being the premier alternative to Wall Street, with all the resources of the big firms, while still maintaining a customer-centered approach to business. We build trust with clients to help provide financial independence and emotional well-being.”

A graduate of the Haslam College of Business at the University of Tennessee, Jones would like to see more students from UT call Knoxville home after they finish their education. “Knoxville is a wonderful place to live and work,” he said. “I love that we sit at the foothills of the Smoky Mountains and have rivers and lakes everywhere. I really appreciate the downtown community and the great proximity to the outdoors. I am a proud alum of UT and hope to see more alums stay and embrace Knoxville in the future.”

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and
CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

More Stories

  • Latest Issue 6 22

    Read More
  • Editor's Letter

    My whole life summer has been a time for adventure. It has been a time to try new things, to meet new people and to have some fun. Growing up I had my mother to thank for that. She always ensured that I had the confidence to try new things and to be unafraid. Living in Knoxville I have always been known as Gay and Bill’s daughter... Read More
  • Robin Harp Joins Firstbank

    Robin Harp has joined FirstBank as a relationship manager in the Knoxville market. A long-time resident of Knoxville, Harp has years of experience working within local banks, and will be a strong addition to FirstBank’s community centered approach to banking. Read More
  • Monsters Made With Love

    Knoxville Marble City Dentistry & Facial Esthetics partnered with Laurie Kay of Monsters Made with Love to host a First Friday art showcase that featured a selection of monsters created by local artists and artisans. In addition to their own interpretations of monsters, each one has created a fleece monster from one of Kay’s monster kits.  Read More