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Building Strategies for your Financial Future

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


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Jones Kirkpatrick and Associates is an independent financial services firm based in Knoxville,Tennessee. We assist clients throughout the U.S. who want objectivity without any product/sales influence. Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:

  • Portfolio analysis
  • Asset Allocation design
  • Investment management
  • Estate planning
  • Retirement planning
  • Tax planning
  • College funding strategies
  • Educational seminars

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

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