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Meet Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Scott Jones, BFATM, CRPC®, RFC® 
Founder & Financial Advisor

(856) 283-3959

(856) 283-3974

Scott Jones honed his retirement planning skills for over 9 years with Ameriprise Financial as a Financial Advisor and Advisor Coach prior to founding Jones & Associates Wealth Management in 2011. Jones & Associates rebranded to...

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JoAnne Jones
Administrative Assistant

(856) 283-3959

(856) 283-3974

JoAnne is a seasonal administrative assistant for Genesis Wealth Advisor group in the Mount Laurel, NJ office. When not working with the firm, JoAnne is an Intervention Specialist at Switlik Elementry School. JoAnne works primarily...

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