Robert K. Jones Insurance Agency, LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Kettering · Ohio

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Robert K. Jones Insurance Agency, LLC is a licensed insurance agency licensed in Kettering, OH. Lines listed: Personal Insurance, Commercial Insurance, Group Insurance, Life Insurance. Founding or history: 1963. Agency Match assessments based on public information: Looking to Buy low. 18 publicly sourced facts with links.

How we determined the info on this profile

License record: taken from the state license roster.
Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: not enough public facts for a score.
Business Partnerships: not enough public facts for a score.

Research

Detailed profile

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Low · 30

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Documented expansion (new office or book); three or more named leaders; public history of 15+ years in business or in the industry

Documented expansion (new office or book) · Office opening (historical): Jan 1, 2020 In 2020, Robert K Jones Insurance Agency upgraded its offices and relrkjonesins.com
Three or more named leaders · Robert K. Jonesrkjonesins.com
Public history of 15+ years in business or in the industry · 1963rkjonesins.com

What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Documented expansion (new office or book)+15 pts
- Office opening (historical): Jan 1, 2020 In 2020, Robert K Jones Insurance Agency upgraded its offices and relocated to rkjonesins.com
Three or more named leaders (supporting)+10 pts
- Robert K. Jonesrkjonesins.com
- Bob started selling life insurance for Aetnarkjonesins.com
- Kevin joined the agency selling all lines of insurancerkjonesins.com
- Colleen joined the agency to handle the Accounting and Financesrkjonesins.com
- Kevin C. Jones, Partnerrkjonesins.com
- Dan A. Bitler, Partnerrkjonesins.com
- Colleen M. Greer, Partnerrkjonesins.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1963rkjonesins.com

Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 9 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 8

Acquisition Research Fit is low. Formation year 1963 is on a verified record (63 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Formation year 1963 is on a verified record (63 years in operation). Verified · +8 ptsrkjonesins.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; public history of 30+ years in business or in the industry; three or more named leaders

Public history of 15+ years in business or in the industry · 1963rkjonesins.com
Public history of 30+ years in business or in the industry · 1972rkjonesins.com
Three or more named leaders · Robert K. Jonesrkjonesins.com

What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1963rkjonesins.com
Public history of 30+ years in business or in the industry (supporting)+5 pts
- 1972rkjonesins.com
Three or more named leaders (supporting)+5 pts
- Robert K. Jonesrkjonesins.com
- Bob started selling life insurance for Aetnarkjonesins.com
- Kevin joined the agency selling all lines of insurancerkjonesins.com
- Colleen joined the agency to handle the Accounting and Financesrkjonesins.com
- Kevin C. Jones, Partnerrkjonesins.com
- Dan A. Bitler, Partnerrkjonesins.com
- Colleen M. Greer, Partnerrkjonesins.com

Total: 20 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 9 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Insufficient Evidence

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Why: Several documented lines of business

Several documented lines of business · Personal Insurance, Commercial Insurance, Group Insurance, Life Insurancerkjonesins.com

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Several documented lines of business (supporting)+10 pts
- Personal Insurance, Commercial Insurance, Group Insurance, Life Insurancerkjonesins.com
- Personal Insurance, Commercial Insurance, Group Insurance, Life Insurancerkjonesins.com
- Personal Insurance, Commercial Insurance, Group Insurance, Life Insurancerkjonesins.com
- Lines of business: AUTO INSURANCE ID CARDrkjonesins.com

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 4 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 2267101), licensed at Kettering, OH

gateway.insurance.ohio.gov

ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: www.rkjonesins.com

Locations & footprint

Kettering, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Personal Insurance, Commercial Insurance, Group Insurance, Life InsuranceFounding: 1963

People & affiliations

Robert K. JonesPublished

Insurance Agency Kettering, OH | Robert K. Jones Insurance Agency, LTD.

Bob started selling life insurance for AetnaPublished

After graduating from The University of Dayton in 1963, Bob started selling life insurance for Aetna.

Kevin joined the agency selling all lines of insurancePublished

In 1986, Bob’s oldest son, Kevin, joined the agency selling all lines of insurance and building his clientele.

Colleen joined the agency to handle the Accounting and FinancesPublished

In 1990, Bob’s oldest daughter, Colleen, joined the agency to handle the Accounting and Finances .

Dan Bitler hired as intern to develop automation systemIncomplete

In 1999, Bob & Kevin hired Dan Bitler as an intern from Wright State University to develop the agency’s automation system.

Names & entities

ROBERT K. JONES INSURANCE AGENCY, LLCRecord

Legal name on license record

Facts from published sources (18 verified, 2 unverified)

Office locationPublicly sourced

Office location: 3809 Wilmington Pike, Ste 100 Kettering, Ohio 45429

“3809 Wilmington Pike, Ste 100 Kettering, Ohio 45429”