Quick Contact

Phone: 858.200.4856
ljones@rbgadvisors.com


Larry E. Jones

Financial Consultant

Larry E. Jones is a Financial Consultant at Retirement Benefits Group and works out of the firm’s Ramona, Calif. office. Larry is a leader in developing wealth building strategies for Native American Tribes that include governmental retirement plans, minor trusts, per capita deferred benefit plans and tribal council separation plans. As a member of the Retirement Benefits Group team, he brings an extensive background in open architecture plan design support and investment management of qualified and non-qualified retirement plans, including 401(k), 403(b), 457, profit sharing and defined benefit plans. He works with top retirement industry experts in guiding participants to a successful and dignified retirement experience.

In the news

Interests

Larry is married with three children and lives in the San Diego Country Estates. He enjoys spending time with his family, photography and playing basketball. A firm believer in supporting youth services, he served as founding President of the Board of Directors of the Boys and Girls Club of Ramona, now known as the Boys & Girls Club of Greater San Diego.

Education

  • Larry holds the Series 7 General Securities Representative and Series 24 General Securities Principal Registrations through Triad Advisors, and Series 65 Uniform Investment Advisor Law.

Specialty

  • Qualified Retirement Plans
  • Non-Qualified Supplemental Executive Retirement Plans
  • Individual Wealth Management,
  • Life Insurance
  • Income Planning

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