COPYRIGHT 2008-2017.  JONES WEALTH MANAGEMENT GROUP.  ALL RIGHTS RESERVED.  MARTAVIUS D. JONES IS A REGISTERED REPRESENTATIVE OF AND OFFERS SECURITIES THROUGH KOVACK SECURITIES, INC., MEMBER FINRA, SIPC.  6451 N. FEDERAL HIGHWAY, STE. 1201, FT. LAUDERDALE, FL  33308.  TEL: (954) 782-4771. ADVISORY SERVICES OFFERED THROUGH KOVACK ADVISORS, INC.  JONES WEALTH MANAGEMENT GROUP IS NOT AFFILIATED WITH KOVACK SECURITIES, INC./KOVACK ADVISORS, INC.  MARTAVIUS D . JONES IS REGISTERED IN AL, AR, CA, CO, DC, FL, GA, IL, LA, MD, MO, MS, NM, OH, OK, SC, TN, TX and VA.

 

Federal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠,Chartered Federal Employee Benefits Consultant℠ and ChFEBC℠, logo. in the U.S.,which it awards to individuals who successfully complete Federal Seminars and ChFEBC℠, Inc initial and ongoing certification requirements.

 

Check the background of this financial professional on FINRA's BrokerCheck.

 

Click here to review our Privacy Policy.

  • Black Facebook Icon
  • Black LinkedIn Icon

Jones Wealth Management Group

Financial Advisors
Building wealth is a marathon, not a sprint.
 
CLIENTS WE SERVE
financial advisor for federal government employees
FEDERAL GOVERNMENT EMPLOYEES
ira rollover
PRE-RETIREES & RETIREES
retirement plans for self-employed
SELF-EMPLOYED PERSONS
wealth management for athletes
PROFESSIONAL ATHLETES
investing an inheritance
INHERITANCES & COURT SETTLEMENTS
SAVERS & INVESTORS

As a federal goverment employee, your benefits and retirement options are unique.  You should seek advice from financial advisors or financial planners that are familiar with federal government benefits and retirement.  A Chartered Federal Employee Benefits Consultant(sm) is a financial professional that's familiar with CSRS, FERS, Thrift Savings Plan (TSP), FEGLI, FEHB, and other benefits offered to federal government employees.

After dedicating years of service to your employer, you've earned your retirement.  We help pre-retirees and retirees develop retirement income plans for your 401(k) rollover, TSP rollover, 403(b) rollover, and other retirement plan rollovers.  We also help clients develop income plans for non-retirement accounts such as CDs and savings accounts by helping them seek higher interest rates.   

Self-employed persons and business owners have the dual role of employee and employer.  As such, federal tax laws provide provisions for the self-employed to save for retirement and receive a tax deduction for doing so.  We help clients establish retirement plans for the self-employed such as the Individual or Solo 401(k), SEP-IRA, in additionl to life insurance, health insurance, and disability insurance.

As a financial advisors for professional athletes, we help clients understand that earnng a high income doesn't automatically make you wealthy.  Our wealth management practice for athletes focuses on educating clients and developing sound strategies to reduce taxes and build long-term wealth.  We can help professional athletes manage their signing bonuses and provide strategies to help manage desired payments to parents an other relatives.

Investing an inheritance or investing court or lawsuits settlements entails more than just the financial considerations - it also involves mental and emotional considerations.  Our wealth management and financial advice is dispensed with these cosiderations in mind.  We develop income plans for investing court or lawsuit settlements with short- and long-term goals in mind. We believe that investing an inheritance should be an additional way to honor a loved one.

Whether saving for retirement, for a child's education, or for general wealth building purposes, we help clients by providing 401(k) reviews, TSP reviews, 403(b) reviews, and reviews of other types of retirement plans.  We also help clients manage investment portfolios of stocks, bonds, mutual funds, Roth and Traditional IRAs, college savings plans, and life insurance.  

ABOUT
 
Jones Wealth Management Group was launched in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice in a manner that educates and helps clients build, manage and maintain wealth.  As a Chartered Federal Employee Benefits Consultant,  Martavius D. Jones is a financial advisor that focuses on federal government employees, but also serves individuals, families, small businesses and their owners, trusts, pension, and retirement plans.  He holds a BBA degree in finance and began his career in financial services in 1990.  Including employment postions while enrolled in college, he as worked in banking, accounting/taxes, insurance, and investments.  He has been a financial advisor licensed in investments and insurance since 1994 and currently holds Series 7, 24, 63, 65, and 66 licenses.  He previously served as a National Football League Players' Association  (NFLPA) Registered Financial Advisor.

SM

Martavius D. Jones

Financial Advisor/

Chartered Federal Employee Benefits Consultant

SM

Not certified by the Federal Government

 
OUR SERVICES
 

At Jones Wealth Management Group, we pride ourselves in having an emphasis on educating our clients.  We strive to take the "rocket science" out of managing your personal financial matters and provide you a better working kmowledge of what's available and how it can benefit you.  Here are exampls of client situations where we assisted:

  • Clients seeking better rates on CDs and IRAs that what banks are paying

  • Recently retired and want to continue deferring taxes on 401(k), TSP, 403(b), pension, and profit sharing plan by assisting with an IRA rollover

  • Facilitated with estate planning issues such as will and trusts

  • Established Roth IRA as a future source of tax-free income in retirement

  • Established an Individual 401(k) for newly self-employed persons as a source of start-up capital for new business

  • Established a retirement plan for self-employed persons and independent contractors to save for retirement and reduce tax liability

  • Helped clients 65 and over select a Medicare Advantage or Part D Prescription Drug Plan

  • Established college savings plan for children and grandchildren

  • Obtained life insurance outside of employer

  • Developed an asset management plan for funds received from an inheritance

  • Developed an income plan for proceeds of an insurance/lawsuit settlement

  • Assisted with selection of health insurance under Affordable Care Act (Obamacare)

 
VIDEOS

Rolling over 401k

Rule of 72 Explained

 
LATEST ARTICLES
Please reload

 
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

Jones Wealth Management Group | 280 Hernando Street, 2nd Floor | Memphis, TN 38126 | 901-312-9166