AeroLeads people directory · profile

Richard Jones, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner at Keystone Planning Partners at Keystone Planning Partners
Location: Memphis Metropolitan Area, United States 5 work roles 2 schools
1 work email found @financialguide.com 1 phone found area 615 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@financialguide.com
Direct phone (615) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Keystone Planning Partners
Role
CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner at Keystone Planning Partners
Location
Memphis Metropolitan Area, United States

Who is Richard Jones, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Richard Jones, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner at Keystone Planning Partners at Keystone Planning Partners, based in Memphis Metropolitan Area, United States. AeroLeads shows a work email signal at financialguide.com, phone signal with area code 615, and a matched LinkedIn profile for Richard Jones, Cfp®.

Richard Jones, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ Professional at Capital Financial Group, Llc and CERTIFIED FINANCIAL PLANNER™ Professional at Continuum Planning Partners. Richard Jones, Cfp® holds Bachelor'S Degree, Marketing from The University Of Memphis.

Company email context

Email format at Keystone Planning Partners

This section adds company-level context without repeating Richard Jones, Cfp®'s masked contact details.

*@financialguide.com
68% confidence

AeroLeads found 1 current-domain work email signal for Richard Jones, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Richard Jones, Cfp®

As a CERTIFIED FINANCIAL PLANNER™ Professional I assist individuals, familes and business owners to secure their financial wellbeing by creating a financial plan and helping them stay on track to meet their goals.

Listed skills include Financial Planning, Insurance, Securities, Finance, and 3 others.

Current workplace

Richard Jones, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Keystone Planning Partners
Keystone Planning Partners
CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner at Keystone Planning Partners
AeroLeads page
Company profile
View company profile Email format
5 roles

Richard Jones, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™ Professional And Founding Partner At Keystone Planning Partners

Current
Keystone Planning Partners

618 Oakleaf Office Lane, Suite 300, Memphis, Tn 38117

I am a Registered Representative of and offer Securities, Investment Advisory and Financial Planning Services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 10 Cadillac Dr., Ste., 300, Brentwood, TN 37027, 615-309-6300. I am licensed to sell insurance in AR, AZ, CO, FL, KY, MI, MO, MS, NM, OH, TN, and WA and securities in AR, TN, RL, MS, MO, VA, CA, and AZ. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and /or securities business. (AR insurance license number 11174).

Jan 2010 - Present

Certified Financial Planner™ Professional

Current
Capital Financial Group, Llc

Greater Memphis Area

Jan 2010 - Present

Certified Financial Planner™ Professional

Diversified Financial Group, Llc

Memphis

As a CERTIFIED FINANCIAL PLANNER™ I assisted individual, familes and business owners to secure their financial wellbeing by creating a financial plan and helping them stay on track to meet their goals.

Feb 2001 - Dec 2009

Certified Financial Planner™ Professional

Jones & Associates

Greater Memphis Area

By creating financial plans I helped my clients to see the big picture, set long and short term life goals and assisted them in mapping out their financial future.

Jan 1997 - Dec 2000
2 education records

Richard Jones, Cfp® education

Education record

Evangel University
FAQ

Frequently asked questions about Richard Jones, Cfp®

Quick answers generated from the profile data available on this page.

What company does Richard Jones, Cfp® work for?

Richard Jones, Cfp® works for Keystone Planning Partners.

What is Richard Jones, Cfp®'s role at Keystone Planning Partners?

Richard Jones, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner at Keystone Planning Partners at Keystone Planning Partners.

What is Richard Jones, Cfp®'s email address?

AeroLeads has found 1 work email signal at @financialguide.com for Richard Jones, Cfp® at Keystone Planning Partners.

What is Richard Jones, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 615 for Richard Jones, Cfp® at Keystone Planning Partners.

Where is Richard Jones, Cfp® based?

Richard Jones, Cfp® is based in Memphis Metropolitan Area, United States while working with Keystone Planning Partners.

What companies has Richard Jones, Cfp® worked for?

Richard Jones, Cfp® has worked for Keystone Planning Partners, Capital Financial Group, Llc, Continuum Planning Partners, Diversified Financial Group, Llc, and Jones & Associates.

How can I contact Richard Jones, Cfp®?

You can use AeroLeads to view verified contact signals for Richard Jones, Cfp® at Keystone Planning Partners, including work email, phone, and LinkedIn data when available.

What schools did Richard Jones, Cfp® attend?

Richard Jones, Cfp® holds Bachelor'S Degree, Marketing from The University Of Memphis.

What skills is Richard Jones, Cfp® known for?

Richard Jones, Cfp® is listed with skills including Financial Planning, Insurance, Securities, Finance, Strategic Planning, Investment Advisory, and Business Succession Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.