John Douglas Jones

Current Employers

Employment History

• 08/2022 → Present
  C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors
  Westlake, OH
• 01/2022 → Present
  Heritage Financial Solutions (D.b.a. For Advisory Business)
  Alachua, FL
• 06/2019 → Present
  Jones Farm & Custom, Llc
  Trenton, FL
• 12/2020 → 01/2022
  83 Farms, Llc
  Bell, FL
• 08/2020 → 12/2020
  Vanaernam Farms, Inc
  Bell, FL
• 07/2019 → 08/2020
  Cook Farms
  Trenton, FL
• 08/2021 → 12/2022
  Saint Leo University
  Saint Leo, FL
• 08/2012 → 05/2021
  Homeschooled
  Trenton, FL
• 01/2025 → Present
  Blackwater Accounting & Tax Advisors, Llc
  Trenton, FL

Other Businesses

1) John Jones is the Owner of Jones Farm & Custom, LLC which consists of beef cattle production and custom harvesting and applications. John spends approximately four hours per week during trading hours except during fall harvest where he spends approximately twenty hours per week during trading hours. This is not an investment related activity. 2) John Jones is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. John Jones spends approx. 10 hrs/week during trading hours on this activity. 3) John Jones works as a tax preparer of Heritage Tax Advisors LLC which is a tax preparation business. John spends roughly twenty hours per week during trading hours during tax season and roughly eight hours per month during trading hours during the tax offseason on this activity. This is not an investment related activity. 4) John Jones is the Owner of Blackwater Accounting & Tax Advisors, LLC. In this role John prepares tax documents for other accounting firms and individuals. Mr. Jones spends approximately eight hours per week on this activity during trading hours during tax season. Mr. Jones spends approximately zero hours per month on this activity when it is not tax season. This is not an investment related activity. 5) John's firm, Heritage Financial, LLC, and the members of the firm work with Estate Plan Navigator to work with clients in creating estate planning documents such as wills, powers of attorney, etc.. John may receive compensation from Estate Plan Navigator for this activity. John spends 10 hours per month during trading hours and zero hours per month during non-trading hours on this activity. This is not an investment related activity. 6) John Jones is on the board of directors for Florida Farm Bureau Gilchrist County. In this role, Mr. Jones provides leadership and governance to the organization. This is a non-investment related volunteer role and Mr. Jones spends approximately three hours per month during non-trading hours on this activity. 7) John Jones is the County Treasurer for the Florida Farm Bureau Gilchrist County. In this role, Mr. Jones provides guidance in budget preparation and provides updates monthly to the board of directors. This is a non-investment related volunteer role and Mr. Jones spends approximately two hours per month during non-trading hours on this activity. 8) John Jones is the Chair for the Young Farmers and Ranchers Committee. In this role, Mr. Jones acts as a liaison between the committee and the county board. This is a non-investment related volunteer role and Mr. Jones spends approximately six hours per month during non-trading hours on this activity. 9) John Jones is on the Florida Farm Bureau Gilchrist County State Budget Advisory Committee. In this role, Mr. Jones assists in policy development and help guide the state board of directors on pertinent issues facing agriculture. This is a non-investment related volunteer role and Mr. Jones spends approximately four hours per month during non-trading hours on this activity. 10) John Jones works with the local chapter of the American Financial Education Alliance (AFEA).  Mr. Jones conducts seminars to help eliminate financial illiteracy as part of his marketing efforts.  Mr. Jones spends approximately ten hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. 

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-23

Designations