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Steven B Jones

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Steven B Jones
Financial Advisor
.
FIC, RICP®
312 Titusville Rd Ste A
Poughkeepsie, NY 12603
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

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Love the work you do (while making an attractive income).​ Find purpose, growth and a team of people invested in your success.​ Discover more about the financial advisor career: thriventcareers.com/4cIdiwn #CareerChange #FinancialServices #FinancialAdvisor​
Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
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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​
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