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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
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Jessica JonesFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC

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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 MemberFinancial 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
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
Jessica.Jones@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the WeekHours
MondayOpen 24 Hours
TuesdayOpen 24 Hours
WednesdayOpen 24 Hours
ThursdayOpen 24 Hours
FridayOpen 24 Hours
SaturdayClosed
SundayClosed
Open Anytime by Appoinment

Products & Services Offered in Charlotte, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • Brokerage 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.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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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
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

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.


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 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(49 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica 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.
Displaying reviews 1 - 1 out of the 20 most recent

Customer Reviews for Charlotte, NC

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(378 Reviews)
  • Kenneth M.
    July 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kenneth took time to explain everything very well
    Kenneth took time to explain everything very well
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  • Patty M.
    July 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My experience has been great! Jeff Leatherwood and Eric Dade and Bill Baylog provide great support!!! Tracy Funderburk is a great support also!!!
    My experience has been great! Jeff Leatherwood and Eric Dade and Bill Baylog provide great support!!! Tracy Funderburk is a great support also!!!
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  • Sandra S
    July 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful and proactive. Always willing to explain options and makes suggestions for planning my future.
    Very helpful and proactive. Always willing to explain options and makes suggestions for planning my future.
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  • Catherine S
    July 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative in helping with long term care policy
    Very informative in helping with long term care policy
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  • George P
    July 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris
    Has my best concerns taken care of
    He took the time with me asking a ton of questions to help me thru out the entire process
    Awesome support!!!
    Chris
    Has my best concerns taken care of
    He took the time with me asking a ton of questions to help me thru out the entire process
    Awesome support!!!
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  • Donna R
    June 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It's was wonderful with him he explained everything .
    It's was wonderful with him he explained everything .
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  • Karen P
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and explained insurance that was easy to understand. He handled everything in a very timely manner.
    Very knowledgeable and explained insurance that was easy to understand. He handled everything in a very timely manner.
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  • Robert K
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fully explained the medical insurance policy and was very helpful.
    Fully explained the medical insurance policy and was very helpful.
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  • Francisca L
    June 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It was a pleasure meeting Jacob and Kevin. They provided me & my son with great insight of the coverage plans needed for Medicare. They were very professional & personable. I appreciated the presentation and patience they had with me.They made me feel comfortable with expressing any concerns. My overall experience with them was excellent and I will be recommending them (Bankers to my family & friends approaching Medicare age). I'm really glad Kevin reached out to me and offered his assistance.
    It was a pleasure meeting Jacob and Kevin. They provided me & my son with great insight of the coverage plans needed for Medicare. They were very professional & personable. I appreciated the presentation and patience they had with me.They made me feel comfortable with expressing any concerns. My overall experience with them was excellent and I will be recommending them (Bankers to my family & friends approaching Medicare age). I'm really glad Kevin reached out to me and offered his assistance.
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  • Donna C
    June 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Going on Medicare and choosing a plan was confusing
    Micheal and Owen helped to explain the plans so we understood them and gave us wonderful guidance in our decisions.
    Going on Medicare and choosing a plan was confusing
    Micheal and Owen helped to explain the plans so we understood them and gave us wonderful guidance in our decisions.
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  • Diana D
    May 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thanks for explaining it all. I came away feeling confident in my choice
    Thanks for explaining it all. I came away feeling confident in my choice
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  • Gwendolyn S
    May 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He's FANTASTIC
    He's FANTASTIC
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  • Sandra A
    May 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Michael was on top of my upcoming need of coverage. He is top notch. He follows up before and after.
    Michael was on top of my upcoming need of coverage. He is top notch. He follows up before and after.
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  • Maria M
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable, great customer service and helped me understand all my options.
    Knowledgeable, great customer service and helped me understand all my options.
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  • Susan A
    May 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica 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.
    Jessica 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.
    Read More
    Read Less
  • Steven H
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This lady is a total racist!!! After our first call I was checking reviews I several found several videos of her yelling racial obscenities at an African American Family. Disgusting!!!
    This lady is a total racist!!! After our first call I was checking reviews I several found several videos of her yelling racial obscenities at an African American Family. Disgusting!!!
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  • Delores D
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mark was extremely knowledgeable in helping me determine the best options to select for my needs with Medicate. He keeps me on track by checking in to see if I have any questions and making sure I don't miss the date to sign up.
    Mark was extremely knowledgeable in helping me determine the best options to select for my needs with Medicate. He keeps me on track by checking in to see if I have any questions and making sure I don't miss the date to sign up.
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  • Priscilla M
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    It was a pleasure to meet Micheal, he was a Godsend! Very understandable and reliable. 😊
    It was a pleasure to meet Micheal, he was a Godsend! Very understandable and reliable. 😊
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  • JP B
    May 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and straight forward.
    Help us very much understand the process.
    Top knotch follow up and would refer to my friends or anyone facing the maze of Medicare.
    Very knowledgeable and straight forward.
    Help us very much understand the process.
    Top knotch follow up and would refer to my friends or anyone facing the maze of Medicare.
    Read More
    Read Less
  • Teressa M
    May 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Don is a very patient and kind person. My husband and I have been totally confused with the Medicare Traditional vs Medicare Advantage plans. He went out of his way to explain in detail how it works. He is very knowledgeable and found us the best plan. I would recommend him highly!
    Don is a very patient and kind person. My husband and I have been totally confused with the Medicare Traditional vs Medicare Advantage plans. He went out of his way to explain in detail how it works. He is very knowledgeable and found us the best plan. I would recommend him highly!
    Read More
    Read Less
Displaying reviews 1 - 4 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.

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Insights From Jessica
Featured Videos
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Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
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