Brian Jones Email & Phone Number
Principal, Director of Financial Planning @ Providence Capital Advisors, LLC
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Brian Jones Location
- Charlotte, NC, US
Brian Jones Work
- 2015 -now Principal, Director of Financial Planning @
- 2009 -2015 CFP®, Financial Strategist @ Willingdon Wealth Management
- 2005 -2009 Financial Advisor @
- 2000 -2005 Premier Banking and Investments Client Manager; Banking Center Manager @
Brian Jones Education
- The University of North Carolina at Chapel Hill
BA (Economics)
1996-2000
Brian Jones Skills
- Retirement Planning
- Wealth Management
- Investments
- Strategic Financial Planning
- Investment Advisory
- Retirement
- Asset Allocation
- Financial Planning
- Securities
- Asset Management
- Portfolio Management
- Series 63
- Series 7
- Management
- Microsoft Excel
- Public Speaking
- Social Media Marketing
Brian Jones Summary
- Brian Jones, based in Charlotte, NC, US, is currently a Principal, Director of Financial Planning at Providence Capital Advisors, LLC. Brian Jones brings experience from previous roles at Willingdon Wealth Management and Bank of America. Brian Jones holds a 1996 - 2000 BA in Economics @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Strategic Financial Planning, Investment Advisory and more. Brian Jones has 2 emails and 1 mobile phone numbers on RocketReach.
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