Aaron Jones joined Nicholas Wealth Management as our in-house Certified Public Accountant (CPA) and holds his series 65 license.
He earned a double bachelor’s degree in Accounting and Finance from Southeastern University in Lakeland, Florida.
Aaron focuses on advanced tax planning and tax mitigation strategies for Nicholas Wealth clients. He helps clients navigate the complex U.S. tax code to help shelter their investments, retirement accounts and estate from excessive taxation.
He has a background in financial statement auditing and has worked with a variety of clients including larger corporations and smaller family-owned businesses to ensure compliance with accounting regulations.
Aaron is a frequent contributor to the RetireReady Podcast, sitting alongside Nicholas Wealth CEO and Founder, David Nicholas, offering fresh insights on strategies that can help listeners get to and through their retirement journey.
Aaron is a member of Church of the Apostles in Atlanta with his wife, Raney, and their son. He and his wife both volunteer in the youth ministry at the church serving as small group leaders and are involved with many youth ministry events.
