Products & Services

With You in Mind

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.

Below is a full list of our services: