Jeff Jones
Financial Planner

Jeff is Longview’s Director of Financial Planning and a CERTIFIED FINANCIAL PLANNER™ Professional. He is proud to lead a team focused on integrity, transparency, and collaboration. Before joining Longview, he spent 12 years working with the Department of Defense and NASA, designing, implementing and maintaining large computer systems. He enjoys working with families as they blend their financial and life goals.

Jeff currently serves as Chair of the National Association of Personal Financial Advisors (NAPFA) South Region Board. He is also a member of Leadership Greater Huntsville Connect 19 and served as a volunteer for Connect 20 & 21.

Away from the office, Jeff enjoys spending time with his wife, Jamie, their three children, and their family dog, Rosa. He can often be found on a sporting field coaching soccer, baseball, and softball teams. Jeff is a college football fan, an adventurous eater, and sports a child-like love for Walt Disney World. In the Huntsville community, his primary volunteer causes include financial education and empowerment, as well as teaching and working with children and young adults to build character and values.


  • Education
  • Bachelor of Science in Information Systems - University of Alabama in Huntsville
  • Master of Science - Human Environmental Science with an emphasis in Financial Planning - University of Alabama

  • Credentials & Professional Affiliations:
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • IRS Enrolled Agent (EA)
  • NAPFA Registered Financial Advisor (NRFA)
  • Investments and Wealth Institute® (IWI) Member

  • Community Involvement
  • Community Foundation of Greater Huntsville Philanthropic Advisors Network
  • Leadership Greater Huntsville
  • City of Huntsville Parks and Recreations (COHPAR)

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