Shareholder and Investor @ (January 2018 - Present)
Advisor and Shareholder @ (October 2016 - October 2018)
Partner and Chief Operating Officer and Chief Compliance Officer @ IronGate Partners, Inc. (October 2004 - October 2018)
Chris Jones Education
The University of North Carolina at Chapel Hill
BA (Economics and Biology)
1989-1993
McDowell High
The American College of Financial Services
Bachelor of Science (Certified Financial Planner)
Chris Jones Skills
Investments
Wealth Management
Fixed Income
Investment Management
Portfolio Management
Alternative Investments
Financial Planning
Retirement Planning
Series 63
Asset Allocation
Asset Management
Estate Planning
Consulting
Equities
Insurance
Chief Operations Officer
Private Equity
Financial Services
Mergers & Acquisitions (M&A)
Asset Protection
Chris Jones Summary
Chris Jones, based in Kansas City, MO, US, is currently a President- Wealth Management at UMB Bank. Chris Jones brings experience from previous roles at Green Dot Heating & Air, Lucrum, LLC, IronGate Development, LLC and HighTower. Chris Jones holds a 1989 - 1993 BA in Economics and Biology @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Investments, Wealth Management, Fixed Income, Investment Management, Portfolio Management and more. Chris Jones has 6 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Chris Jones?
Find contact details for 700 million professionals.