Founded in 1995, Sterling Investment Advisors, LLC is a fee-based registered investment advisor engaged in the business of creating and monitoring personalized investment portfolios and providing comprehensive financial planning advice.
Provide professional, objective investment management and financial planning advice with a Christian worldview
act as fiduciary for our clients by always looking out for their best interests.
maintain the highest levels of professional competence by active engagement in continuing education.
conduct business with diligence and integrity.
treat clients with respect.
utilize a transparent, fee-based business model to minimize potential conflicts of interest.
provide our services without fee to widows, orphans, and single parents in need.
James G. Jones CFA, CKA, CLU, ChFC, MBA
Jones is the founder and Managing Member of Sterling Investment Advisors, LLC, a fee-based, private client investment management firm. With over 25 years of experience in wealth management, Jones has extensive experience in insurance, estate planning, tax planning, as well as the entire investment management process of defining investor goals, risk assessment, asset allocation, and ongoing review/adjustment.
Prior to founding Sterling Investment Advisors, LLC, Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University and the 1990 recipient of the Orien B. Hendrex Distinguished Teacher Award.
Jones has a B.S. in Economics/Business Administration from Southwest Baptist University and a Masters in Business Administration (MBA) from the University of Arkansas. His professional designations include the Chartered Financial Analyst (CFA), Certified Kingdom Advisor (CKA), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC).
2095 S. Boston Place Telephone: 417-777-7677
Bolivar, MO 65613 Email: firstname.lastname@example.org