1. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered
through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor. Some health insurance products
offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ 08873. MLIC, MSI, and the EGA are MetLife
companies. L0914390265[exp0916][AL,AR,GA,IL,MD,MO,OH,TN,TX]
Daimon R. Jones, PhD(c), MBA
Investment Advisor Representative
Registered Representative
3800 Colonnade Parkway, Suite 600
Birmingham, AL 35243
Office: 205-440-4652
Email: DJones25@metlife.com
BUSINESS PHILOSOPHY
My goal is to provide families and business owners
with assistance in building their financial freedom. I
have the skills, knowledge and experience required to
help meet my client’s established goals. My personal
goal is to become a lifetime resource for each and
every client.
PRODUCTS AND SERVICES
 Comprehensive Fee-based Investment Advisory
 Fixed Annuities
 Variable Annuities
 Charitable Giving Strategies
 Disability Income Insurance
 Estate Conservation Strategies
 Education Funding Strategies
 IRA Consolidation/ 401(k) Rollovers
 Long-Term Care Insurance
 Mortgage Protection (through life insurance and
disability income insurance)
 Medicare Supplement Coverage
 Pension Payout Alternatives
 Pension Transfer/Rollovers
 Mutual Funds
 529 College Savings Plans
 Tax Sheltered Annuities, 403(b) Plans
 Term Insurance
 Universal Life Insurance
 Variable Universal Life Insurance
 Whole Life Insurance
 Managed Asset/Wealth Management Accounts
 Comprehensive Fee-Based Financial Planning
 DROP Rollovers
 Self-employed Retirement Options
QUALIFICATIONS
 Licensed to sell Life & Health Insurance in AL,
AR, GA, IL, MD, MO, OH, TN, TX
 Registered to offer securities products in AL,
GA, IL, MD, MO
 Series 7 and Series 66 Securities Registrations
 Master’s in Business Administration (MBA)
 Master’s in Finance (MS)
 PhD(c) in Financial Management
 Registered Representative of Metropolitan Life
Insurance Company and MetLife Securities, Inc.
 Investment Advisor Representative of MetLife
Securities, Inc.
PERSONAL
 Eight year resident of Birmingham, AL
 Family: Sharron (spouse), 3 children (2 boys, 1
daughter)
 Hobbies: Spending quality time with family,
Reading, Travelling, Exercising, Golf, and
Spectator sports
ORGANIZATIONS
 YMCA-Trussville Board of Directors
 Member of American Finance Association
 Member of National Association of Black
Accountants (NABA)
 Member of National Black MBA Association
(NBMBAA)
 Member of Alpha Phi Alpha Fraternity, Inc.
 Member of St. Clair County Democratic Society
 Member of St. Clair County Chamber of
Commerce
 Member of First Missionary Baptist Church of
Moody