Scott Jones, BFATM CPFA® CRPC® RFC®
Founder & Financial Advisor
Scott Jones has spent more than 23 years building a financial practice rooted in trust, consistency, and the kind of planning meant to outlast any one market cycle. Before founding his own firm, Scott spent over nine years with Ameriprise Financial as a Financial Advisor and Advisor Coach. He worked alongside other advisors to strengthen their practices and deepen their client relationships. In 2011, he launched Jones & Associates Wealth Management, which he rebranded as Genesis Wealth Advisor Group, LLC in 2016. That mission has stayed the same: help families, business owners, and working professionals build multi-generational wealth through integrated financial planning that connects every piece of their financial life.
Scott's planning approach is grounded in behavioral finance. He believes that sound financial decisions are shaped by a person's values, life goals, and the real pressures they face day to day. Genesis Wealth Advisor Group is home to the Genesis Premier Virtual Family Office™, a coordinated planning model that brings together financial planning, tax strategy, protection planning, and estate planning. His clients include families building long-term financial security, business owners navigating complexity, working professionals planning for retirement, federal employees coordinating their benefits, and military veterans preparing for their next chapter.
Scott lives in South Jersey with his wife JoAnne, a special education teacher who also brings her talents to the firm, and their son Jackson. Outside of work, Scott is most himself on the water saltwater fishing, in the field hunting, or on the golf course. He also enjoys reading, live concerts, and catching local sporting events whenever he can.
Scott is a charitable sponsor of Hook, Line, and Warriors, a South Jersey nonprofit providing free therapeutic fishing experiences for military veterans and first responders. It's a cause close to his heart and a reflection of his commitment to those who have served. He has also supported the American Diabetes Association, Cancer Research Institute of New Jersey, Cystic Fibrosis Foundation -Delaware Valley Chapter, and was a founding member of the Kiwanis Club of Greater Mount Laurel.
Business & Community Organizations:
- South Jersey Business Alliance — Founder (Past)
- Business Networking International — Past President & Vice President
- National Association of Women Business Owners (NAWBO), South Jersey Chapter — Past Marketing Director, 2011–2012
- MNO Referrals — Current Member
Career Highlights:
- Certified Plan Fiduciary Advisor (CPFA®), National Association of Plan Advisors, 2025
- Behavioral Financial Advisor (BFA™), Kaplan/Think2Perform®, 2020
- Registered Financial Consultant (RFC®), International Association of Registered Financial Consultants, 2012
- Chartered Retirement Planning Counselor (CRPC®), College for Financial Planning, 2008
- Philadelphia Business Journal NABCAP Premier Advisor, 2010¹
- Philadelphia Magazine Five Star Wealth Manager, 2013, 2014²
- Series 7, Series 66, Life/Health licenses in multiple states
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¹ NABCAP Premier Advisor Award (2010): Issued via the Philadelphia Business Journal. Advisors completed a quantitative survey scored across 20 practice management categories. Over 4,000 advisors submitted responses; top 51 selected. No fee was paid. Not a guarantee of future investment success. See Full Award Disclosure
² Five Star Wealth Manager Award (2013, 2014): Issued by Crescendo Business Services LLC. Includes less than 28% of 3,354 Philadelphia-area wealth managers (2013) and less than 19% of 4,438 (2014). No fee was paid. Not indicative of future performance. Five Star Professional is not an advisory firm. See Full Award Disclosure