James Allan Jones

Current Employers

Employment History

• 06/2011 → 06/2017
  Gateway Fs, Inc
  Red Bud, IL
• 09/2015 → 03/2017
  Villa Antonio Winery
  Hillsboro, MO
• 02/2017 → Present
  New York Life Insurance Company
  Creve Coeur, MO
• 06/2017 → Present
  Nylife Securities Llc
  Creve Coeur, MO
• 08/2020 → 08/2023
  Blueprint For Wealth Llc
  Creve Coeur, MO
• 10/2023 → Present
  Proficient Wealth Strategies
  Creve Coeur, MO
• 04/2026 → Present
  Eagle Strategies Llc
  Creve Coeur, MO

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3 City Place Drive, Suite 690, Creve Coeur, MO 63141; Start Date 08/2020; Role/Title: Insurance Broker; Investment Related; 80 hours per month; 80 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PROFICIENT WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (CREVE COEUR, MO); START DATE: 10/2023] [Business Network International; I have been selected to be part of the leadership team at my BNI chapter and this year I will be the Vice President of the chapter. (We do not have a physical address); Saint Louis, MO ; Start Date 10/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [BNI Director Consultant; Independent contractor serving as a BNI Director Consultant, providing chapter support, leadership coaching, member training, and assistance with membership growth, retention, and BNI policies and procedures.; 517 E Waters Edge Drive, Belleville, IL 62221; Start Date 09/2026; Role/Title: Independent Contractor; Not Investment Related; 7 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-08
• S63 Uniform Securities Agent State Law Examination
  2018-11-13

Other Names

• Jamie Allan Jones