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  2. Shaun Jones, CFP®, CFS

Shaun Jones, CFP®, CFS

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Shaun Jones, CFP®, CFS
Associate Partner | Wealth Manager
Phone: 
(302) 366-0366 x127
E-mail: 
shaun.jones@dsfg.com

Rhode Island Office:

32 Paris St.
Pawtucket, RI 02860

Tel: (401) 533-0633

Delaware Office:

121 Continental Dr., Ste. 110
​Newark, DE  19713

Tel: (302) 366-0366 x127

 

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Shaun M. Jones has advised clients on all aspects of investment strategy, portfolio risk, and wealth management for almost two decades.  His clients have included affluent individuals and families mostly from the legal, medical, and executive fields.  A contributing author to the book Real Life Financial Planning for Physicians, Shaun has been awarded several copyrights related to his research in the field of personal wealth management and has contributed to articles in major financial outlets like CNBC online.

As the son of an engineer, Shaun picked up a need for numbers, and especially a hankering for using his own calculations to disprove widely accepted concepts.  He has nurtured that desire throughout his career, even conducting his own research related to viewing taxation as an investment expense ratio.  Shaun has been awarded several copyrights related to his research including The Life-Cycle of Taxation©, and Asset Location Strategy B©.

Shaun earned his Bachelor’s in Finance from the University of Delaware.  He has conducted extensive research on tax strategies and the history of taxation in the U.S. 

Shaun is a Registered Representative and Investment Advisor Representative – Securian Financial Services, Inc.

Personal

Shaun is Founder and Chairman of the Walt Jones Memorial Project in Sussex County. He enjoys golf and spearfishing, and golf with his wife, Kristen, and children Noah & Lucia. 

 

Financial Professionals do not provide specific tax/legal advice.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
  •  
  •  

UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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