The Administrative Team is here to support our clients in anyway possible.  They are vital to the success of handling the day to day business at Jones Advisory Group.

Barrett Case, Office Administrator
Barrett is the friendly voice you hear when you call into Jones Advisory Group. He plays a vital role in helping our clients have an enjoyable experience with our group. He handles everything from scheduling appointments to making sure all your paperwork gets sent to each company in a timely and accurate manner. Jones Advisory Group does many events for their current and future clients. Barrett is a behind the scenes conductor of all those events. His number one goal is to make sure each guest is comfortable and informed.

Jammie Serrano, Marketing Director and Registered Representative
Jammie has over 10 years experience in the financial services industry. She has a dual role at Jones Advisory Group. Jammie is a Registered Representative and assists clients on creating a plan that will help them build wealth and protect it from wealth eroding factors. She is also the Marketing Director for Jones Advisory Group. She creates marketing strategies that help get our trusted name out to the community.

Chris Jones, Research
Chris is an independent researcher that helps Jones Advisory Group find the necessary products to fit the diverse financial needs of our clients.  He has over 10 years experience in fiancial services and is able to research products from over 30 different insurance companies to make sure our clients are always getting the best available product.

Christi Tenholder, Administration
Christi is crucial in making sure your money gets to the intended financial institutions.  With a long background in the financial services industry, Christi is instrumental in helping our clients money move quickly from one financial institution to another.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser