Evolution Financial Group
Jillian Jones, MBA, CDFA®, has a diverse work experience spanning various roles and industries. Jillian is the Founder and Senior Certified Divorce Financial Analyst at Supportive Divorce Solutions, Inc., where they advocate, educates, and empowers individuals going through divorce to make informed financial decisions. In addition, they are currently a Financial Services Professional at Evolution Financial Group.
Jillian also has experience as an Educator at The Establishment NYS, a Financial Planner at MassMutual New York State, and a Certified Divorce Financial Analyst at R.P. Damico & Associates. Prior to that, they worked as a Financial Services Professional at Centra Financial Group, an Account Manager at the American Red Cross, and an Indirect Service Specialist at Cricket Communications.
With their extensive background in finance and their expertise in divorce financial analysis, Jillian is well-equipped to assist individuals in navigating the complex financial aspects of divorce and planning for their future.
Jillian Jones, MBA, CDFA®, obtained their Master of Business Administration (M.B.A.) degree in Business Administration and Management, General from St. John Fisher University, where they studied from 2010 to 2012. Prior to that, they completed their Bachelor of Science (BS) degree in Business Administration and Management, General at SUNY Geneseo, from 2006 to 2008.
Jillian further expanded their expertise by acquiring additional certifications. In 2017, they became a Certified Divorce Financial Analyst, completing the program through the Institute for Divorce Financial Analysts™. In 2014, they obtained their Series 6 and 63 Securities Licenses from the Financial Industry Regulatory Authority (FINRA). Additionally, in the same year, they became a Licensed Life, Accident and Health Insurance and Variable Life/Variable Annuities Agent, certified by the State of New York Department of Financial Services.
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Evolution Financial Group
A Comprehensive Financial Services Provider with a Cause Because life moves forward, Evolution Financial is a forward-thinking financial services firm. We strive to take clients to the next level of financial success so they can build wealth across generations, and we help take advisors' practice to the next level so they can provide real value for their clients. We are committed to building trust and lasting relationships. At Evolution Financial, we believe in the difference financial professionals make in their clients' lives. Our mission is to help secure the financial futures of families and businesses through sound strategies and prudent advice. Whether you're seeking insurance products and services, estate planning strategies, or retirement planning solutions, we are there every step of the way. Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA (FINRA.org)/SIPC (SIPC.org), Rosetree Building 1, 1400 N. Providence Road, Suite 117, Media, PA 19063. (610) 891-9700 National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, and its affiliates. ESI is a broker/dealer affiliate of NLIC. Evolution Financial Group is independent of ESI. TC87235(0519)p
Employees
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