Chuck Jones & Associates, Inc.

Chuck Jones & Associates, Key Staff

Chuck Jones is a Certified Financial Planner™ (CFP®) and President of Chuck Jones & Associates, a Financial Planning and Investment Management company he formed in 1991. Chuck has worked since 1980 to serve the financial planning, business planning and investment counseling needs of individuals, families, and small business. He specializes in retirement, estate, investment and special situation planning, as well as small business consulting.

An energetic and inspiring entrepreneur, Chuck has years of experience working with small business and finance, including 27 years as a CFP®. Originally from New Jersey, Chuck has made Portland his home since 1976. He is a graduate of Bucknell University with a degree in Commerce and Finance.

Chuck began his career in the medical field with Baxter/Travenol Laboratories and in 1964 he founded Extracorporeal Medical Specialties, Inc., a firm specializing in artificial organs and kidney dialysis. He developed the second disposable hemo-dialyzer and was one of the first lay-persons admitted to the American Society of Artificial Internal Organs. After 5 years his company had 165 employees and went public.

After leaving the medical field Chuck entered the field of investment real estate. In 1980 he made the transition into financial planning and became a representative of a large national financial planning firm where he quickly achieved the position of District Manager. From 1984-1990 he was a partner with Interwest Financial Advisors, Inc.

Chuck’s competence and experience in analyzing and developing financial, business & marketing plans has led to memberships in numerous professional associations:

As an active member of the Institute for Certified Financial Planners (ICFP), Chuck was founder (1984) and past President of the ICFP/Oregon Society.

As a member of the International Association for Financial Planning (IAFP), Chuck was twice elected to the Board of Directors of the Oregon Chapter between 1982 and 1984. In 1985 he was admitted to the IAFP Registry for Financial Planning Practitioners.

In February 1987, Chuck was appointed to the Board of Appeals of the International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP) and served in that position until 1989.

Additionally, Chuck has had many articles published and frequently conducts retirement and estate planning seminars. For many years he wrote a monthly column for the Senior Tribune newspaper.

Current Directorships and Committees:

Small Business Advisory Council, City of Portland (SBAC), Chair, Cost of Doing Business Committee

National Federation of Independent Business (NFIB), Oregon Leadership Council, Member; NFIB/Oregon PAC Board

SBDC State Advisory Council, Chair, appointed in 2009

Past Community Activities:

Portland Business Alliance, Greater Portland’s Chamber of Commerce (PBA), Director, Member of several committees

Oregon Health Sciences University Medical Group (OHSUMG), Director

Governor’s Small Business Council, State of Oregon, Ex-officio Member

University Club, Finance Committee

Our Saviors Lutheran Church, Chair, Planned Giving Committee, Chair, Finance Committee

American Lung Association of Oregon, Member, Planned Giving Committee

Portland / Multnomah Commission on Aging, Member, Network Committee

Oregon Museum of Science and Industry (OMSI), Member, Auction and Planned Giving Committee

Junior Achievement Columbia Empire, Director; Chair Finance committee

Rotary Club of Portland, Director, Vice President, Chair Wheels of Power, Member, Camp Enterprise, Auction Committees, and Chair Budget, Finance and Administration Committee, Director of Charitable Trust.

Past Business Experience:

A serial entrepreneur, Chuck has founded ten companies (and counting) and has been a director at four others. He has served as a consultant for companies in the following industries: medical, land development, restaurant, beverage distribution, general manufacturing, real estate, construction and others.

Awards:

In both 2008 and 2009 Chuck was honored with the NFIB “Small Business Champion of the year” award. In 2007 he received recognition award for his 25 years of membership with the Financial Planning Association (FPA). May 2006 he received the Eldon Shafer “Champion of Small Business” award for outstanding contributions to Small Business in Oregon by the Oregon Small Business Development Center Network. In 1968 he was named one the Outstanding Young Men of America.

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Sheri Sanders has worked with Chuck Jones since 2000 in such functions as office manager, executive assistant and para-planner. Her main functions are to handle client transactions, maintain the client database and ensure that the operations of Chuck Jones’ office is functioning at its optimal level. Sheri is now in the process of studying for her Certified Financial Planner™ (CFP®) Designation. She has worked in the financial industry since 1984 including banking, business valuation, and trust administration. She graduated from Portland State University in 1995 from the School of Business Administration with a Bachelor’s degree in Finance.

Community Activities/Memberships:

Sheri is a member of American Sewing Guild (ASG). Through her love of sewing and helping others and animals she has created and donated over 350 dogs beds for local animals shelters, sewn leashes and collars for shelters as well as supplying blankets, quilts and stuffed animals to local children’s hospitals and other charitable organizations.

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Jill D. Smart is our newest Advisor Affiliate on the Chuck Jones & Associates Team. She holds the Series 7, series 66, and Health/Life insurance licenses in Oregon and Washington. Prior to joining Chuck Jones’ Team, she worked with LPL and Ameriprise as a Financial Advisor.

Jill holds a Bachelors Degree in Economics & Management from Albion College.

After her mother, a winery owner, passed away unexpectedly on a business trip, Jill discovered to her surprise that she was the Executrix/Personal Representative for her mother’s estate… one that had not been planned. After becoming educated “the hard way” on the personal & legal ramifications caused when there are no procedures in place, Jill became driven to pursue a career in Financial Planning. Her reason? “So that no other family need experience the financial & emotional issues my own family has been forced to resolve.”

Prior to becoming an advisor, Jill had worked in retail management & operations for over 20 years for well-known and successful companies such as Donna Karan, Liz Claiborne, J. Crew, & TJMaxx. She enjoys travel and sailing.

Community Activities/Memberships:

Oregon City Chamber of Commerce

Kappa Alpha Theta Fraternity-Portland Alumnae Chapter/President

Women Entrepreneurs of Beaverton

Lions Club of Oregon City-Charter Member/Past Fundraising Director

Financial Beginnings-Volunteer Financial Literacy Educator

University Club of Portland

Main Street Oregon City-Promotions Committee

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