Jeffrey Kistler Jones

Current Employers

Employment History

• 12/2010 → 12/2017
  Sii Investments
  Lancaster, OH
• 01/1995 → 08/2025
  Jk Jones Financial Network
  Lancaster, OH
• 05/2008 → Present
  Jones & Company, Llc
  Lancaster, OH
• 12/2017 → 07/2018
  Fsc Securities Corp
  Atlanta, GA
• 12/2017 → 08/2025
  Csenge Advisory Group
  Clearwater, FL
• 07/2018 → 08/2025
  Lion Street Financial
  Lancaster, OH
• 09/2025 → Present
  Mml Investors Services, Llc
  Lancaster, OH
• 08/2025 → Present
  Massmutual Life Insurance Co
  Lancaster, OH
• 01/2014 → Present
  Astorg & Jones Cpa Firm, Llc
  Parkersburg, WV
• 12/2018 → Present
  Gray, Callison & Jones, Llc
  Winston- Salem, NC
• 03/2018 → Present
  Jones & Fry Inc, Llc Aka Murray Wells Wendeln & Robinson
  Greenville, OH
• 05/2012 → Present
  Max R Services
  Lancaster, OH
• 02/2020 → Present
  Jones & Company Aka Switzer, Roy & Jones
  Dublin, OH

Previous Registrations

• 2017-12-12 → 2025-08-29
  Csenge Advisory Group, Llc
  Lancaster, OH
  Clearwater, FL
• 2017-12-05 → 2018-07-31
  Fsc Securities Corporation
  Parkersburg, WV
  Lancaster, OH
  Clearwater, FL
  Lancaster, OH
  Clearwater, FL
  New Smyrna Beach, FL
• 2010-12-21 → 2017-12-06
  Sii Investments, Inc.
  New Smyrna Beach, FL
  Parkersberg, WV
  Clearwater, FL
  Lancaster, OH
  Appleton, WI
  Lancaster, OH
• 2004-01-06 → 2010-12-17
  Next Financial Group, Inc.
  Lancaster, OH
• 2002-02-25 → 2004-01-02
  Fsc Securities Corporation
  Lancaster, OH

Other Businesses

(1) NAME: JONES & COMPANY, LLC INV REL: Y ADD: 161 WEST MAIN STREET, LANCASTER, OH 43130 NATURE: CPA PRACTICE POSITION: OWNER START DATE: 05/01/2008 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: CPA MANAGING PARTNER (2) NAME: ASTORG & JONES CPA FIRM, LLC INV REL: Y ADD: 501 AVERY STREET, SUITE 9000, PARKERSBURG, WV 26101 NATURE: CPA PRACTICE POSITION: OWNER START DATE: 01/01/2014 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER (3) NAME: JONES & FRY INC, LLC AKA MURRAY WELLS WENDELN & ROBINSON INV REL: Y ADD: 300 W MAIN STREET, GREENVILLE, OH 45331 NATURE: CPA PRACTICE POSITION: OWNER START DATE: 03/01/2018 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER (4) NAME: GRAY, CALLISON & JONES, LLC INV REL: Y ADD: 3813 FORRESTGATE DRIVE, WINSTON-SALEM, NC 27103 NATURE: CPA PRACTICE POSITION: OWNER START DATE: 12/01/2018 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER (5) NAME: MAX R SERVICES INV REL: Y ADD: 161 W MAIN STREET, LANCASTER, OH 43130 NATURE: PAYROLL SERVICES POSITION: OWNER START DATE: 05/01/2012 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER -PAYROLL SERVICES FIRM (6) NAME: JONES & COMPANY AKA SWITZER, ROY & JONES INV REL: Y ADD: 5555 FRANTZ ROAD, DUBLIN, OH 43017 NATURE: CPA PRACTICE POSITION: OWNER START DATE: 02/28/2020 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER OF CPA COMPANY (7) NAME: WWCEJ & COMPANY, PC INV REL: Y ADD: 102 W. SPRING STREET, OXFORD, NC 275645 NATURE: CPA PRACTICE POSITION: PRESIDENT START DATE: 02/01/2026 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: CPA & MANAGING PARTNER

Exams

• S66 Uniform Combined State Law Examination
  2003-03-13
• S63 Uniform Securities Agent State Law Examination
  1994-03-25

Other Names

• Jeff Jones