Jeannette Jones

Sr. Wealth Advisor, Director

Jeannette Jones headshot


Being a financial advisor has been Jeanette’s life work. Guiding clients through financial decisions and watching their successes unfold over the years has been a calling, not a job for her. After obtaining a degree in accounting and finance at the Ohio State University, Jeannette became a CPA in 1984 and founded The Asset Advisory Group (TAAG) in 1988 after obtaining the CERTIFIED FINANCIAL PLANNER® certification. TAAG joined Mercer Advisors in 2022 to expand and improve the services that TAAG provided, and because Mercer Advisors shares the same focus on serving clients with excellence, honesty, and integrity. When not working with clients, Jeannette enjoys spending time with her large family and gardening.


9200 Montgomery Road

Cincinnati, Ohio 45242

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