Brian Jones Email & Phone Number
Principal, Director of Financial Planning @ Providence Capital Advisors, LLC
Brian Jones Location
Charlotte, NC, US
Brian Jones Work
- 2015 - now Principal, Director of Financial Planning @ Providence Capital Advisors, LLC
- 2009 - 2015 CFP®, Financial Strategist @ Willingdon Wealth Management
- 2005 - 2009 Premier Banking and Investments Client Manager @ Bank of America
- 2000 - 2005 Premier Banking and Investments Client Manager; Banking Center Manager @ Bank of America
Brian Jones Education
- University of North Carolina at Chapel Hill
BA (Economics)
1996 - 2000
Brian Jones Skills
- Retirement Planning
- Series 63
- Series 7
- Wealth Management
- Investments
- Strategic Financial Planning
- Investment Advisory
- Retirement
- Asset Allocation
- Financial Planning
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 @ University of North Carolina at Chapel Hill. With a robust skill set that includes Retirement Planning, Series 63, Series 7, Wealth Management, Investments and more.
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People Like Brian Jones
Top Providence Capital Advisors, LLC Employees
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13
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23 -
Dennis Park
Operations Manager at Providence Capital Advisors, LLC
Charlotte, NC, US3 -
David Huff
Senior Wealth Advisor at Providence Capital Advisors, LLC
Charlotte, NC, US23 -
Marcie Haines
Senior Wealth Advisor at Providence Capital Advisors, LLC
Charlotte, NC, US5+3 -
Julie Baress
Tax Analyst at Providence Capital Advisors, LLC
Charlotte, NC, US15+ -
Jeffrey Serbin
Research Analyst at Providence Capital Advisors, LLC
Charlotte, NC, US42 -
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Chris Wrenn
Partner and Senior Wealth Advisor at Providence Capital Advisors, LLC
Charlotte, North Carolina, United States21 -
Chris Wrenn
Partner and Senior Wealth Advisor at Providence Capital Advisors, LLC
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Brian Alderson
Research Analyst at Providence Capital Advisors, LLC
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