Jeffery B. Jones
Financial Planner, Senior Vice President
- 518.463.2200 ext 168
- 6.1.17 – Present
Jeff started his career in the financial services industry more than 20 years ago as a product developer for multiple Fortune 500 companies. Jeff began his career as a financial advisor, in 2007, with MetLife Insurance Company. In 2013, Jeff took the next step in his career by establishing a team of financial planners to help better serve his growing clientele. Through Jeff’s leadership, and previous management experience, he quickly guided his team to the top, earning the 2014 MetLife Empire Group’s Team of the Year award and 2016 Client Centricity award. Jeff and his team made the transition to Halliday in 2017. He looks forward to being able to offer his clients a wide array of products and services Halliday has to offer.
Background and Education:
Jeff is originally from Falmouth, Kentucky where he resided before moving to New York to work with horses in Saratoga.
He holds a bachelor’s degree in management from Pikeville College.
Jeff currently resides in Clifton Park with his wife Jenn, their two children Alex and Harper, and loyal dog Bengal. Jeff is the Chairman of the Clifton Park Republican Committee. In his free time, he enjoys following sports and politics.