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 @
- 2009 -2018 First Vice President - Investment Officer, Senior PIM Portfolio Manager @
- 1998 -2009 Senior Portfolio Manager @
- 1991 -1998 Associate Vice President, Financial Advisor @
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
- Financial Analysis
- Financial Services
- Portfolio Management
- Management
- Estate Investment
- Mergers and Acquisitions
- Concentrated Stock
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.
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