Terry Jones & Associates, PC’s mission is to provide our clients with personalized attention and a commitment to service that addresses not only today’s needs but also tomorrow’s plans. We believe that our personalized attention and commitment will help our clients achieve success. We are dedicated to helping our clients reach their financial goals. Our dedication is shown by our timeliness, thoroughness and accuarcy.
For more than 30 years, we have focused on exceeding our clients’ expectations with solutions that are custom-tailored to their specific needs. We give personal attention to each client and provide solutions to their individual problems or concerns. As we have grown and continue to grow, we remain committed to offering our clients a combination of state-of-the-art technology, a thorough understanding of the latest financial developments and unsurpassed financial know-how.
C. Terry Jones, CPA, CFP®, CRPC®, PFS, CSEP, MBA
Terry is the president of Terry Jones & Associates, PC. He founded the firm in 1980 after working for another large CPA firm in Mobile for several years. For more than thirty years, Terry has held primary responsibility for client service at the principal level providing tax, financial planning and business consulting.
Terry is licensed as a Certified Public Accountant (CPA) in Alabama and Mississippi. He obtained both his BS in Accounting and his MBA from the University of South Alabama. Terry also holds the professional designations of Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Personal Financial Specialist (PFS) and Certified Specialist in Estate Planning (CSEP). In addition, he has his life and heath insurance licenses.
He is married to Meridy Lyle Jones and has 2 children and 3 grandchildren.
5910 Grelot Rd
Mobile, AL 36609
Telephone: (251) 341-4593
Fax: (251) 341-4595
Toll-Free: (800) 628-5631
Alternate Fax: (251) 344-1855