Our team

Stevan Jones, CFP®

Pentas Wealth Management
Financial Advisor
Raymond James

Stevan Jones helps clients achieve financial independence to pursue their most desired life goals by providing solid financial planning and the highest level of client service.

Steven Jones, a Jacksonville financial planner, has specialized in helping clients navigate the often daunting world of financial planning for the last 20 years. Stevan understands the importance of helping clients understand their investments, and he believes that when clients understand what they own and why they own it, they have clarity and confidence during turbulent markets. Following a consultative process, he thoroughly analyzes all of the relevant information, which leads to the creation of investment recommendations with a balance of reward and an appropriate level of risk. Once the plan is implemented, Stevan and his clients will regularly review the progress and re-confirm the client’s objectives as they pass through the stages of life. Clients can expect professional financial advice and a high level of client service from Stevan, as he works hard to earn their trust and even harder to keep it.

Stevan is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, which provides him with the knowledge and tools to understand how to develop specific strategies to mitigate taxes, preserve assets, help maximize growth, and transfer wealth. He excels as an investment broker, college planner, and at assessing the stock market. Before becoming a financial advisor, he spent five years practicing corporate law with a prominent Jacksonville law firm. He earned his J.D. from George Mason University School of Law and graduated cum laude from Western Kentucky University with a B.S. in accounting.

To learn how Stevan gives back to his community, see Giving Back.

Raymond James is not affiliated with any of the organizations mentioned above.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Get to Know Me

Interesting fact

He is the first American citizen in his family

Favorite hobby

Playing soccer

Favorite sports team

Liverpool Reds

Dream vacation destination

Bora Bora

Cat person, dog person, or both?