Verified recordFinancial Services

Jerry Jones

Wealth Advisor at Irc Wealth

Based in Atlanta, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Atlanta

Industry

Financial Services

Company size

12

Contact information

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Email

1 credit

j•••••••@ircwealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jerry Jones

I help successful creative entrepreneurs enjoy more freedom and peace of mind in their lifestyle and finances. If you’ve built a thriving business as a creative, you probably relate to this- You pay a ton in taxes- Your income can be unpredictable- A lot of people depend on you- There’s no clear path to slowing down or stepping away. And all of this adds stress and pulls your focus away from what you do best. I’ll help you map out the lifestyle you want, then build a plan that- Reduces taxes - Smooths out your income - Balances enjoying life now, supporting the people who depend on you, and making sure your wealth lasts I enjoy educating my clients on the financial topics that impact their lives. I’m passionate about simplifying complexity (I hate industry jargon). I’d love to be a trusted advisor in your corner. Outside of work, I love spending time with my wife and two boys, playing basketball (two knee surgeries haven’t taught me anything), teaching elementary kids at United Church, and playing chess. If you want more clarity or peace of mind with your finances, let’s connect. Schedule a call with me here: https://calendly.com/jerry-ircwealth/intro

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