You have many choices when it comes to Medicare – Let us help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.
Jessica Jones
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5242(980) 245-5242
Jessica JonesFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC
I want to learn about...
Request An Appointment
I want to learn about...
Meet Jessica Jones
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement. Building personal relationships by listening to better understand your retirement goals.
licensed in
MO, NC, OR, SC, TX, VA
professional background
Joined Bankers Life in 2016Became a Financial Representative in 2022Began work in the Insurance Industry in 2016Education: Bachelor's of Science from University of North Carolina at Greensboro.
designations received
Company Recognitions: Top 25 Female Financial Advisor in 2024, MDRT MemberInsurance Designations: Social Security Certification – The American CollegeFinancial Representative Designations: General Investment Representative: Series 7, Combined Uniform and State Registrations Exam: Series 66
personal background
Family: My husband and I have lived in Randolph County, NC for the last 8 years. We spend our free time attending local sporting events and spending time with our 3 dogs and cat.Community Involvement: National Alzheimer's Association, American Cancer Society, licensed foster parent in NC.
Jessica Jones, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
Open 24 Hours Open 24 Hours Open 24 Hours Open 24 Hours Open 24 HoursClosed Today Closed Today
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5242(980) 245-5242
Cell Phone:
(336) 337-5971(336) 337-5971
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | Open 24 Hours |
| Tuesday | Open 24 Hours |
| Wednesday | Open 24 Hours |
| Thursday | Open 24 Hours |
| Friday | Open 24 Hours |
| Saturday | Closed |
| Sunday | Closed |
Open Anytime by Appoinment
Request An Appointment
Awarded as a 2025 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Products & Services Offered in Charlotte, NC
![]()
ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Jessica Jones
5.0
Rating 5.0
(56 Reviews)- October 20, 20255.0 out of 5.0Rating 5.0Very professional and helpful
- October 16, 20255.0 out of 5.0Rating 5.0Jessica has always gave me exceptional service each and every year. Always a pleasure to see and work with each year. Great personality. You can tell she loves her job.
- October 16, 20255.0 out of 5.0Rating 5.0Jessica took over my investments earlier this year and has helped guide me through the insurance process and has been more than helpful. Her knowledge and willingness to provide feedback and assistance has been unmatched. I would highly recommend using her for any financial needs!
- October 12, 20255.0 out of 5.0Rating 5.0Excellent! Very informative, friendly, compassionate and professional!
- October 12, 20255.0 out of 5.0Rating 5.0She looks out for me in many ways
Thank you Jessica - October 1, 20255.0 out of 5.0Rating 5.0Jessica is very informative and has been extremely helpful in helping us choose the right health plans for both me and my husband. She is very friendly and her customer service is top notch!
- July 22, 20255.0 out of 5.0Rating 5.0Wonderful! Very informative and answered all my questions,that I could think of! Helping me get ready for hitting the big 65!
God bless her! Such a blessing! - May 20, 20255.0 out of 5.0Rating 5.0Jessica is the best by far for explaining and being available for questions investing advice. Her demeanor and professional attitude make us confident that our money is in good hands.
- February 25, 20255.0 out of 5.0Rating 5.0Jessica was amazing friendly, positive, communicates well very knowledgeable can help you through the SS/Medicare jungle in a professional manner and translates confusing rules into easily understandable decisions. Comes to you at your convenience and always service with a smile! Highly recommend this young lady!
- January 31, 20255.0 out of 5.0Rating 5.0Jessica has been wonderful. She has been very helpful with getting us set up for retirement and helping us navigate into medicare and supplemental insurance. Our money has grown more with her handling it for 6 months than it ever has.
- January 29, 20255.0 out of 5.0Rating 5.0Jessica is very knowledgeable in her field, her customer service is wonderful, and she explains information in a way I can better understand and repeats when necessary. All that is important, but especially, too, the fact that I trust her. My wife and I are most fortunate to have discovered her.
- January 27, 20255.0 out of 5.0Rating 5.0Jessica has been such a blessing to me and my wife. She has helped us with our Medicare and Social Security, answered all of our questions and gave us some really good advice. I have and will continue to recommend Jessica to all our friends.
- January 14, 20255.0 out of 5.0Rating 5.0Excellent informative and friendly service. Jessica is an outstanding representative and very professional.
- November 13, 20245.0 out of 5.0Rating 5.0She is the best agent that I have ever had. Terry also has helping him. She’s been helping me for 10 years so I send her to my friends, they have liked her also. She knows it all, especially if you have questions she has the answers for you.
- November 4, 20245.0 out of 5.0Rating 5.0Provided information and advice relevant to current and future plans
- October 15, 20245.0 out of 5.0Rating 5.0Jessica has been awesome to work with, she always has the best attitude and always out for the client.
- September 19, 20245.0 out of 5.0Rating 5.0Jessica and Ian came to my house and signed me and my wife up for Medicare. She is very knowledgeable in the fields she in. She is very friendly and explained everything to us where we could understand it. I highly recommend her to anyone looking for Medicare and financial advice.
- September 11, 20245.0 out of 5.0Rating 5.0Jessica is awesome. She is very knowledgeable and knows her stuff. She is easy to work with and very pleasant. I know that if I have a question that she will respond immediately. She has always been there to take care of my insurance needs as well as my family and I highly recommend Jessica to anyone.
- June 7, 20245.0 out of 5.0Rating 5.0Always replies to texts and phone messages in a timely manner. Jessica is also very knowledgeable and willing to help when she can.
- June 5, 20245.0 out of 5.0Rating 5.0Jessica is absolutely the best Life Insurance agent I have had the pleasure to work with.
I really appreciate her suggestions and explanations on the coverage I have.
I would recommend Banker's life based on
my experience with Jessica
Displaying reviews 1 - 1 out of the 20 most recent
FAQs
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Jessica
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Act Now For Your Free No-Obligation Quote