Mr. Jones joined First Republic in 2011 and in his current role he works with high net worth and ultra high net worth families to overcome the challenges of managing wealth, helping to realize the full potential of each family’s legacy. This is achieved through rigorous financial and estate planning, and a holistic wealth management approach. Prior to joining First Republic, Mr. Jones spent five years with Wells Fargo’s Private Bank and has relationship banking experience dating back to 2001.
Actively serving in his community, Mr. Jones serves as the finance chair for Cornerstone Church and serves on the board of directors for NOE International.
Mr. Jones earned his Bachelor of Science in Finance with cum laude honors from Portland State University. Mr. Jones is a CERTIFIED FINANCIAL PLANNERTM professional, completing his education studies in Personal Financial Planning through UCLA. He is also a Certified Investment Management AnalystSM, studied at the Wharton School of Business and is a member of the Investment Management Consultants Association. In 2019, Mr. Jones was among the top 250 in the country and one of only two advisors in his state to be named to the Forbes Top Next-Gen Wealth Advisors list in 2019.1
Wealth Management Experience: Since 2006
1SHOOK considered advisors born in 1980 or later with a minimum fours years’ relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records and firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.
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