Scott E. Jones*
Scott is solutions-driven, not product-driven. To him, no professional should ever push a product; they should only find the best solution for a client. This mindset governs the way Scott approaches business. His focus is to always conceptualize the best possible scenario for a client and then offer products that fit that scenario.
A graduate of Texas Tech University, Scott began his career as a top Business Development Manager for Maryland based, TEKsystems. Scott also was the leading Business Development Manager for the Valuation Services Group of KPMG Consulting, now known as Bearing Point. In 2001, Scott moved to California with his family and purchased his father's business, Jones & Associates. Scott's passion for financial planning was forged through first-hand experience with the loss of his father Ernie. A result of this experience highlighted the idea that quality advice and action could impact a family for multiple generations.
After years of friendship and working together, Scott and Joe formed Jones / Halder & Associates. Together, they have developed strong and varying areas of expertise, including Group Benefit Analysis and Implementation, Personal Finance Planning, Estate Analysis, and Family Business Succession Planning. Now, Jones/Halder & Associates services a growing roster of some of the nation's leading corporations and business executives.
Scott has a passion for health, sports, and children. As a result, he gives his time and resources to many causes that support these topics. Scott serves on the board of Miller Children's Hospital in Long Beach, where he is also the founding President of if its Young Professional Association, a group dedicated to creating the next generation of philanthropy. Scott also enjoys working with high school quarterbacks as well as leadership development with various sports teams across the country.
Outside of work and his philanthropic interests, Scott can be found hunting, lobster fishing, participating in SEALFit, walking his lab, Max, and spending time with his family in their Seal Beach home.
Scott is a member of the Orange County Bar Association and the National Association of Insurance and Financial Advisors. He is a Registered Representative of, and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
CA Insurance License 0D46026