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David Jones

Barnum Financial Group
565 Taxter Road, Suite 625
Elmsford, NY 10523

(914) 372-2949

David Jones is a Certified Financial Planner® professional with the SKG Team at Barnum Financial Group and has been in the finance industry since 2014. Although he began his career as a Business Analyst, David quickly found his passion for impacting clients’ lives, leading to his evolution as a Financial Advisor. His expertise as a Certified Financial Planner® professional ensures an impactful client experience as he works to design a financial vision that is both strategic and achievable. David values his clients’ goals and priorities, catering accordingly to ensure suitable investment options to his diverse clientele. Clients receive tailored, holistic wealth management strategies designed to complement their personal financial plan. His team provides a full range of investment and asset protection products and services and emphasizes the value financial planning brings to families and businesses across the country.

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