Resume for Nancy Langdon Jones

Career History

President

     NLJones, Inc.

     Financial Planning and Asset Management: 2000-2009

Sole Proprietor

     Nancy Langdon Jones, CFP^TM     Upland, CA

     Financial Planning, consulting and coaching:  1/1984 – 3/2000

Registered Representative

     Financial Network Investment Corp.     Torrance, CA

     Tax and Financial Planning:  3/1984 – 7/1992     

Broker-Associate

     ERA Property Center     Upland, CA

     Real Estate Sales:  9/1977 – 9/1984 

Office Manager

      Reardon McCallum & Co, CPAs     Upland, CA

     Certified Public Accounting Firm:  9/1970 – 9/1977

Professional Designations, Licenses, and Certificates

2000:  Certified Senior Advisor

1993:  Accredited by the Accreditation Council for Accountancy and Taxation

1990:  Institute of Certified Financial Planners Registry of CFP Licensed Practitioners

1989:  Registered Investment Advisor (certificate surrendered 7/04)

1985:  CA Tax Preparer Program, Registered Tax Preparer (registration surrendered 2003)

1985:  College for Financial Planning, Certified Financial Planner (CFP)

1983:  CA Department of Real Estate, Broker (license surrendered 2002)

Education

Institute for Tax Studies, Tax Planning Series

     1993     College for Financial Planning            Denver, CO

MS in Financial Planning

     1991     College for Financial Planning            Denver, CO

Advanced Studies Program, Retirement Planning Series

     1990      College for Financial Planning            Denver, CO

Certified Financial Planner

     1985      College for Financial Planning            Denver, CO

Certificate in Financial Planning

     1985      University of Southern California   Los Angeles, CA

BA in English/Psychology

     1962      University of Redlands              Redlands, CA

Professional Organizations and Recognition

American Business Women's Association National Top Ten (2003)

Financial Planning Magazine Most Influential People in the Profession Award 2002

Member, the Nazrudin Project

Member, Financial Planning Association

NASAA Investment Advisor Competency Exam Advisor Council

Past Chairman, Institute of Certified Financial Planners, San Gabriel Valley Society

Past President, Estate Planning Council of Pomona Valley, Inc.

Past President, San Gabriel Valley Chapter of the IAFP

General Chairman,  1996 IAFP Southern California Conference

Member, Inland Empire Planned Giving Roundtable

Member, Inland Society of Tax Consultants

Certified Financial Planner Board of Standards, Item Writer Committee (1994-1998)

Adjunct Faculty, College for Financial Planning in Denver (1986-1994)

Corporate 2000 Council, San Antonio Community Hospital

Delegate, U.S. Finance & Investment Leaders Study Mission to China & Hong Kong 1993

Listed in Marquis’ Who’s Who of American Women, Who’s Who in Finance and Industry, Who’s Who in America, Who’s Who in the World

Past President, Upland Rte 66 Charter Chapter of the American Business Women’s Association

1995 General Chairman, American Business Women’s Association, Pacific Region Conference

1988 Woman of the Year, Upland Charter Chapter of ABWA

Media Participation Includes:

Author: "So You Want to Be a Financial Planner: Your Guide to a New Career"

Host, Quicken.Excite.com, Money & Investing Discussion Boards

Moderator, Financial Planning Interactive (www.financial-planning.com/phorum)

Columnist: “Debt Free & Prosperous LivingÔ”  (1997-1999)

PBS’ “The Financial Advisor” Series, USA Today Money Hotline

Quoted in: American Bar Association Journal, Bankrate.com, Bloomberg, The Business Press, Financial Advisor Pro, Financial Planning, Inland Valley Daily Bulletin, Investment Advisor, LA Times, Personal Finance, Physicians Money Digest, Registered Investment Advisor, Smart Money, Spirit, Ticker, USA Today, Wall Street Journal, Where to Retire, Worth and many others.

Speaking Engagements Include:

American Business Women’s Association, California Coalition of Nurse Practitioners, Capital Associates, Century 21, Financial Planning Association, Fuchs Cuthrell & Company, Jet Propulsion Laboratories, Los Angeles Times Investment Strategies Conference, National Association of Women in Construction, National Charity League, North American Securities Administrators Association, Pasadena Association of Realtors, Professionals in Real Estate, Sales Professionals of Los Angeles, Riverside & Upland High School, West San Bernardino County Board of Realtors and many others.

Personal

Married to Professional Actor/Director Claude Earl Jones since 1972.  Five children.