Skip to main content
Advisor Image

Steven B Jones

Advisor Image
Steven B Jones
Financial Advisor
.
FIC, RICP®
About Steven Jones
I am a joyfully married husband, father of three, engaged in my church and the Hudson Valley community.
Living generously
  • Board member of The Lutheran Care Center in Poughkeepsie
  • Participant in Mid-Hudson Tres Dias
  • Key supporter of Habitat for Humanity of Dutchess County
  • Lay leader at St. John’s Evangelical Lutheran Church, Poughkeepsie
  • Recent board member and volunteer with Mid-Hudson Love In the Name of Christ (INC) and The Sound of Life Radio Network
Education & Accomplishments
  • NY Life, Annuity and Health Insurance
  • FINRA Series 66 Uniform Combined State Law
  • FINRA Series 07 General Securities Representative
  • Graduate studies at Union College, Rensselaer Polytechnic Univ., George Washington Univ.
  • Bachelor of Science in Engineering from the University of Michigan
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #0H99212)
  • Connecticut
  • Delaware
  • Florida
  • Maine
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • Tennessee

Insights

Insight image
Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​
Insight image
Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor
Insight image
Why do people stay at Thrivent? 🤔 Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more). Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr #Careers #FinancialServices #CareerGrowth #Thrivent
Office location
Poughkeepsie Location
312 Titusville Rd Ste A
Poughkeepsie, NY 12603
Phone845-452-5690Fax877-200-8793Hours

M – F: 9 a.m. – 6 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations