Herstle Jones, LUTCF, CLTC
President & Founder
With over twenty years of experience in the financial services industry, Herstle Jones is the president and founder of Jones & Associates. Herstle and his team of partners specialize in comprehensive retirement planning, including customized solutions to meet investment, insurance, tax and legal needs.
By using an open and transparent advisory process to develop creative solutions, Herstle helps his clients achieve financial independence. A cornerstone of Herstle’s practice is to design income plans that help clients maximize Social Security benefits and avoid paying unnecessary taxes on their income and estates. Herstle’s mission is to give clients the peace of mind that comes from knowing someone they trust is overseeing and coordinating their financial affairs as efficiently as possible.
Retirement planning in today’s environment is complex and multifaceted, which is why Herstle’s firms utilize a team of professionals to ensure clients’ needs are addressed with the most holistic, purposeful and innovative strategies possible. Herstle’s team consists of estate-planning attorneys, accountants, investment advisors and insurance specialists.
In addition to the active Series 65 securities license and insurance licenses he holds, Herstle’s expertise is backed by professional credentials in the areas of life insurance and long-term care. His reach has been further expanded as author of “The New World of Retirement: A Guide Book” and host of “Jones Financial Talk” on KOBI 5 and KMED 1440.
Mr. Jones is a member of the National Ethics Association, Oregon Better Business Bureau, Financial Planning Association, and National Association of Financial and Insurance Advisors. Herstle resides in Jacksonville, Oregon with his wife, Kelly, and their two teenage children. As word of his firm’s reputation has spread throughout Southern Oregon over the past two decades, he considers himself fortunate to stay so busy doing the work he loves.