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    Bruce Jones

    AEP®, ChFC®, CLU®

    MassMutual Midwest - Main Office
    900 East 96th Street Suite 300 Indianapolis, IN 46240
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    About Bruce

    Bruce Jones is a Financial Planner for WestPoint Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual).  Bruce’s Father, Howard L. Jones entered the business in 1963, with Bruce taking over the practice in 1996.  With over 30 years of experience, Bruce’s broad knowledge of insurance and investment products should give his clients the confidence they need when choosing a financial services representative.

    Bruce holds the following designations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Estate Planner and is a Registered Investment Advisor Representative.  He also has completed the Dorsey Wright’s Point & Figure Analysis of Risk levels with a focus in stock and bond markets.

    Bruce specializes in the following services:

    • Business Continuation Planning
    • Family owned Businesses Succession Planning
    • Estate planning focusing efforts with Attorneys, CPAs and Trust Officers in a coordinated approach associated with the NAEPC
    • Permanent Life Insurance Policy Examination on in-force or newly proposed Life Insurance
    • Trust Officer Fiduciary consulting services associated with trust owned Life Insurance

    Bruce is a member of the Celina-Mercer County Chamber of Commerce, Auglaize and Mercer Counties Convention and Visitors Bureau.  He is also a member of the area Better Business Bureau where he serves on the Board of Governors and is the past Vice Chairman.

    Bruce is a qualifying member of Million Dollar Roundtable beginning in 2011 through 2015.  He has also been a Member of the Society of Financial Service Professionals for over 20 years.

    Bruce and his wife Diana have been married for over 37 years with two adult children and three grandchildren. 

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Bruce Jones ChFC®, CLU®, AEP® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 900 East 96th Street, Suite 300, Indianapolis, IN 46240, Tel: (317) 469-9999

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, Indiana, Michigan, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Florida, Indiana, Ohio, Kentucky

    Bruce Jones ChFC®, CLU®, AEP®, Indianapolis, IN

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