Gerald Jones Email & Phone Number

First Vice President Wealth Management @ Raymond James

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Gerald Jones Location

Colorado Springs, CO, US

Gerald Jones Work

2018 - now First Vice President Wealth Management @ Raymond James
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2009 - 2018 First Vice President - Investment Officer, Senior PIM Portfolio Manager @ Wells Fargo Advisors
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1998 - 2009 Senior Portfolio Manager @ Morgan Stanley
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1991 - 1998 Associate Vice President, Financial Advisor @ Piper Jaffray
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Gerald Jones Education

University of Southern California
Master's Degree (Systems Management)
1979 - 1981
University of California, Santa Barbara
Bachelor's Degree (Computer Science)
1977 - 1979

Gerald Jones Skills

Investments
Asset Allocation
Rule 144

Concentrated Stock Management
Risk Management
401k Rollovers
Retirement Planning
Estate Investment Planning
Mergers & Acquisitions
Asset Management

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Gerald Jones Summary

Gerald Jones, based in Colorado Springs, CO, US, is currently a First Vice President Wealth Management at Raymond James. Gerald Jones brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley - Smith Barney and Piper Jaffray. Gerald Jones holds a 1979 - 1981 Master's Degree in Systems Management @ University of Southern California. With a robust skill set that includes Investments, Asset Allocation, Rule 144, Concentrated Stock Management, Risk Management and more. Gerald Jones has 1 emails and 1 mobile phone numbers on RocketReach.

Gerald Jones Emails

Found 1 emails

@raymondjames.com

Gerald Jones Phone Numbers

Found 3 phone numbers

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Gerald Jones

Senior Vice President, Strategic Partnerships and Marketing at Octaine Play

Florida, United States
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Gerald Jones

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Atlanta, GA, US
4
- aol.com
- dsv.com
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5+
- +1 662-838-XXXX
- +1 901-465-XXXX
- +1 763-477-XXXX
- +1 901-413-XXXX
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Gerald Jones

First Vice President Wealth Management at Raymond James

Colorado Springs, CO, US
1
- raymondjames.com
3
- +1 719-636-XXXX
- +1 719-391-XXXX
- +1 719-310-XXXX
Gerald Jones

Logistics Ops Manager III at ARMY & AIRFORCE EXCHANGE SERVICE - AAFES

Stockton, CA, US
1
- shopmyexchange.com
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- +1 916-203-XXXX

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Top Raymond James Employees

Jeffrey Hendel

President and CEO Hendel Wealth Management Group and Sr. Financial Advisor, RJFS at Raymond James

Smithtown, NY, US
1
- raymondjames.com
5+
- +1 651-290-XXXX
- +1 631-675-XXXX
- +1 631-471-XXXX
- +1 631-379-XXXX
- +1 631-654-XXXX
- +1 516-499-XXXX
Catherine Haffner

President, Haffner Private Wealth at Raymond James

San Antonio, TX, US
5+
- mac.com
- hotmail.com
- gmail.com
- shaw.ca
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- msn.com
- raymondjames.com
5+
- +1 512-996-XXXX
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Patrick O'Connor

Chief Operating Officer at Raymond James

Tampa, FL, US
3
- aol.com
- raymondjames.com
- gmail.com
3
- +1 727-567-XXXX
- +1 813-983-XXXX
- +1 727-424-XXXX
Aaron Gabriel

President at Raymond James

San Ramon, CA, US
2
- raymondjames.com
- gmail.com
5+
- +1 727-360-XXXX
- +1 408-279-XXXX
- +1 925-389-XXXX
- +1 727-567-XXXX
- +1 925-497-XXXX
- +1 925-736-XXXX
Michael Cox

President - Coastal Bay Wealth Management; CFP, RJFS at Raymond James

New Port Richey, FL, US
2
- gmail.com
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4
- +1 727-389-XXXX
- +1 727-375-XXXX
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Greg Bruce

President, RIA and Custody Services Division (RCS) at Raymond James

Saint Petersburg, FL, US
3
- hotmail.com
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- +1 206-310-XXXX
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