Business Details
25 Years
experience
Open 24/7
always available
Your Trusted Financial Advisors in Memphis
Jones Wealth Management Group was established in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice that educates and empowers clients. Our founder, Martavius D. Jones, began his financial services career in 1990 and has held Series 7, 24, 63, 65, and 66 registrations since 1994. As a Chartered Federal Employee Benefits Consultant, we specialize in serving federal government employees, self-employed individuals, and professional athletes with tailored financial strategies.Our approach demystifies complex financial concepts, offering clients clear insights into retirement plans like TSP rollovers, Individual 401(k)s, and IRA management. We focus on tax-efficient solutions for retirement income, estate planning, and insurance needs while maintaining a commitment to community service and client education. With decades of combined experience, we prioritize personalized service and long-term wealth-building strategies aligned with each client's unique circumstances.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
401(k) Rollovers
TSP Management
Individual 401(k) Plans
College Savings Plans
Wealth Management
Details
- Year established: 2001
Highlights and features
- We offer 30+ years of experience in financial services and retirement planning
- Our team holds advanced certifications in federal employee benefits planning
- We specialize in complex retirement account rollovers and tax-efficient strategies
- Our client-centric approach prioritizes personalized financial education
- We serve niche markets including federal employees and self-employed professionals
Associations and certifications
- Chartered Federal Employee Benefits Consultant (ChFEBC)
Services
Retirement Planning
Our retirement planning services help clients transition from accumulation to income generation through customized strategies. We specialize in 401(k) rollovers, TSP management, and IRA conversions while optimizing Social Security benefits and pension distributions. Our approach considers tax implications, market conditions, and individual risk tolerance to create sustainable income streams for federal employees, self-employed professionals, and athletes.
Investment Management
We provide comprehensive investment management covering stocks, bonds, mutual funds, and alternative assets. Our strategies focus on asset allocation, diversification, and risk management tailored to individual financial goals. We help clients evaluate investment options across different custodians while maintaining tax-efficient structures that align with long-term wealth-building objectives and market opportunities.
TSP Rollovers
Our TSP rollover expertise guides federal employees through complex retirement account transitions. We analyze direct vs. indirect rollover options, tax implications, and investment choices while maintaining compliance with federal regulations. Our services include evaluating when to keep funds in TSP versus moving to IRAs or new employer plans, ensuring optimal tax treatment and long-term growth potential.
Individual 401(k) Plans
We help self-employed professionals establish and manage Individual 401(k) plans with higher contribution limits than traditional IRAs. Our services include plan setup, loan provisions, Roth conversions, and tax deduction optimization. We guide clients through contribution limits, investment selection, and administrative requirements while maximizing retirement savings opportunities for business owners.
Estate Planning
Our estate planning services coordinate trusts, insurance, and charitable giving strategies to preserve wealth across generations. We work with legal professionals to implement tax-efficient transfer mechanisms while addressing beneficiary designations and legacy goals. Our approach ensures proper documentation and alignment with overall financial objectives for high-net-worth individuals.
People
Martavius D. Jones
Financial Advisor/Chartered Federal Employee Benefits Consultant
Martavius D. Jones has 30+ years of financial services experience, holding Series 7, 24, 63, 65, and 66 registrations since 1994. He earned a BBA in finance from Howard University and served as an NFLPA Registered Financial Advisor. His expertise spans federal benefits analysis, retirement planning, and wealth management for diverse clients.
Questions
What retirement planning services do you offer for federal employees?
We specialize in federal retirement benefits analysis, TSP rollovers, FERS/CSRS planning, and retirement income strategies tailored to federal government employees' unique needs.
Can you help self-employed individuals with retirement planning?
Yes, we help self-employed professionals establish Individual 401(k) plans, SEP-IRAs, and tax-efficient retirement strategies that maximize contribution limits and tax deductions.
What investment options do you provide?
We offer diversified portfolios including stocks, bonds, mutual funds, annuities, and alternative investments tailored to individual risk tolerance and financial goals.
Do you work with professional athletes?
Yes, we provide wealth management services for athletes focusing on tax reduction, contract management, and long-term financial security strategies.
What estate planning services are available?
We coordinate trusts, charitable giving strategies, and insurance solutions to help clients preserve wealth across generations while minimizing tax implications.
How do you handle TSP rollovers?
We guide clients through direct and indirect TSP rollover options, analyzing tax implications and investment choices to optimize retirement fund management.
