Brita Jones
1738 Elton Road
Silverspring, MD
20903
Phone:
Email:
(301) 576-0611
Brita M. Jones, ChFC®
Partner | Wealth Advisor
1738 Elton Road, Suite 312
Silver Spring, MD 20903
Main: (301) 576-0611
Direct: (301)576-0615
Fax: (855)914-0251
Cell: (301)758-3394
Text: (301)576-0615
Brita Jones has been providing investment and financial planning guidance to clients for over 25 years. As a wealth advisor, she is committed to fostering long-term professional relationships by helping clients evaluate their options and make informed decisions. She develops personalized strategies across key areas of financial and investment planning designed to align with each client’s individual goals.
Brita specializes in wealth management, including retirement, tax, insurance, college, and investment planning.
She holds the ChFC® (Chartered Financial Consultant) designation from The American College of Financial Services. Her registrations include:
– FINRA Series 6 (Investment Company Products/Variable Contracts Representative)
– Series 7 (General Securities Representative), held through LPL Financial
– Series 66 (Uniform Combined State Law Examination), held through LPL Financial and Stratos Wealth Partners
– Maryland Life, Health, and Variable Insurance License
Outside of work, Brita enjoys traveling with family and friends.