Background
Jones, Nancy Langdon was born on March 24, 1939 in Chicago, Illinois, United States. Daughter of Lewis Valentine and Margaret (Seese) Russell.
(Finally, together in one place, a comprehensive step-by-s...)
Finally, together in one place, a comprehensive step-by-step career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations. So You Want to Be a Financial Planner: * Tells you what credentials you need * Shows you where to find the best schools for licensing and registration * Clearly defines how commission and fee-only planners differ * Provides a planner's "toolbox" of hardware, software and internet sites * Cuts through the maze of regulatory red tape * Gives you proven marketing techniques to jump-start your practice
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(Finally, together in one place, a comprehensive step-by-s...)
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know – from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today’s thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You’ll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable ‘how to’ guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.
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financial planning practitioner
Jones, Nancy Langdon was born on March 24, 1939 in Chicago, Illinois, United States. Daughter of Lewis Valentine and Margaret (Seese) Russell.
Bachelor, University Redlands, California, 1962. Master of Science, College for Finance Planning, 1991.
Bookkeeper Russell Sales Company, Santa Fe Springs, California, 1962-1970. Office manager Reardon, McCallum & Company, Upland, 1970-1977. Broker, associate European Research Area Property Center, 1977-1984.
Registered representative Finance Network Investment Corporation, Pasadena, California, 1984-1992. Private practice Upland, since 1984. Partner Jones, Graham & Associates, Registered Investment Advisors, 1994.
President NLJones, Inc., since 2000. Member adjunct faculty College Finance Planning, Denver, 1986-1994. Member national comprehensive examination question writing committee Certified Financial Planner Board Standards, 1994-1998.
Delegate United States finance and investment leaders study mission to China and Hong Kong, 1993. Industry speaker North America Securities Administrators Association Investment Advisor Workshop, 1999. Panelist Los Angeles Times Annual Investment Strategies Conference, 1999, 2000.
Featured planner Los Angeles Times Money Makeover, 1999, 2001, 02.
(Finally, together in one place, a comprehensive step-by-s...)
(Finally, together in one place, a comprehensive step-by-s...)
Leader Spanish Trails county Girl Scouts United States, 1974-1981. Member Executive Committee Corporation 2000 Council, San Antonio Cmty. Hospital; member planned giving advanced.bd.
Goodwill Industries of the Inland Counties, 1997-1998. Member planned giving roundtable Inland Empire. Member SAG, Inland Society Tax Cons., International Association Finance Planners (pres.San Gabriel Valley chapter 1987-1988, member Executive Board Southern California conference 1992-1998, chairman Southern California Conference, 1996-1997), American Business Women's Association (president Upland chapter 1989-1990, general chairman 1995, Pacific Spring Conference Womanof Year award 1988), Institute CFP San Gabriel Valley Society (president 1992-1993, chairman 1993-1994, board directors 1990-1997), Institute Certified Fire Protection specialist (national practice management and technical committee 1996), National Council Exchangers (secretary 1986-1987), Estate Planning Council Pomona Valley (board directors since 1995, president since 1998), Women's Business Network (president 1987-1988), Registry Finance Planning Practitioners, Inland Valley Professional Auxiliary (charter, board directors 1991-1992), Assistance League Upland, Upland Chamber of Commerce.
Married Lawrence Elmer Langdon, June 30, 1962 (divorced 1970). Children: Laura Kimberley, Elizabeth Ann. Married Claude Earl Jones, January 1, 1973.