Jaclyn Jones Email & Phone Number
Director of Client Services @ Wedmont Private Capital
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jaclyn Jones Location
- Denver, CO, US
Jaclyn Jones Work
- Director of Client Services @ (January 2025 - Present)
- Senior Client Service Associate @ (April 2023 - January 2025)
- Lead Client Service Officer, Family Office @ (January 2020 - May 2023)
- Client Services Associate @ (January 2019 - January 2020)
- Relationship Manager, Treasury Services @ (February 2018 - December 2018)
- Wealth Manager, Fiduciary Specialist @ (February 2012 - February 2018)
- Client Support Services Team Leader @ (September 2010 - February 2012)
- Sr. Portfolio Administrator @ (October 2007 - September 2010)
- Proxy Specialist @ (February 2006 - October 2007)
Jaclyn Jones Education
- Penn State University
BS (Business Administration)
1999-2003
Jaclyn Jones Skills
- Customer Relationship Management Crm
- Account Management
- Financial Planning
- Lotus Notes
- Wealth Management Services
- Portfolio Management
- Investments
- Client Services
- Financial Services
- Morningstar
- Wealth Management
- Equities
- Mutual Funds
- Microsoft Office
- Risk Management
- Asset Management
- Financial Analysis
- Client Presentation
- Client Rapport
- Frontier
- Client Relationships Strengthening
- Securities
- Financial Markets
- Customer Relationship Management
Jaclyn Jones Summary
- Jaclyn Jones, based in Denver, CO, US, is currently a Director of Client Services at Wedmont Private Capital. Jaclyn Jones brings experience from previous roles at Wedmont Private Capital, BNY Mellon and UBS. Jaclyn Jones holds a 1999 - 2003 BS in Business Administration @ Penn State University. With a robust skill set that includes Customer Relationship Management Crm, Account Management, Financial Planning, Lotus Notes, Wealth Management Services and more. Jaclyn Jones has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jaclyn Jones?
Find contact details for 700 million professionals.
Others Named Jaclyn Jones
Jaclyn Wright
International Assignments Partner
Raleigh, NC, US
Jaclyn Wright
Educator and Community Engagement Manager
Guyton, GA, US
Top Wedmont Private Capital Employees
Rob Kubik
Lead Wealth Planner
Grayslake, IL, US
Thomas Ginty
Managing Director
Philadelphia, PA, US
Daniel Holdridge
Lead Wealth Planner
Madison, WI, US
Dominic C.
Co-Founder
Philadelphia, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co