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Disclosure

James Jones is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #18307350), CO, FL, IA, IL, KS, KY, MI, MO, NV, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Jones is licensed and authorized to offer insurance in Arkansas, but Proficient Wealth Strategies may not be. For additional information on Arkansas licensure status, please click here.

James Jones is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3 Cityplace Dr Ste 690, Creve Coeur, MO, 63141, 314-266-2136. In this regard, this communication is strictly intended for individuals residing in the states of CO, IA, IL, KS, KY, MO, NV, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

James Jones is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, IA, IL, KS, KY, MO, NV, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Proficient Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Proficient Wealth Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Proficient Wealth Strategies Logo
  • About Us
    • What We Believe
    • Who We Are
  • Your Path Forward
    • Our Approach
    • What Sets Us Apart
    • Solutions We Offer
    • Business Solutions
    • Our Business Strategy Playbook
  • Resources
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