2018 -
now Senior Vice President - Wealth Advisor @
M. Jones Education
Appalachian State University
Bachelor of Science (BS) (Industrial/Organizational Psychology)
Naples High School
M. Jones Skills
Investments
Asset Allocation
Retirement Planning
Securities
Mutual Funds
Auditing
Interviews
Editing
Internal Audit
Financial Analysis
Internal Controls
Risk Management
Financial Reporting
Financial Risk
Enterprise Risk Management
Portfolio Management
Insurance
Leadership
Risk Assessment
Accounting
Economics
Equities
Financial Accounting
Financial Modeling
Forecasting
Underwriting
Outlook
M. Jones Summary
M. Jones, based in Naples, FL, US, is currently a Senior Vice President - Wealth Advisor at Clarity Wealth. M. Jones holds a Bachelor of Science (BS) in Industrial/Organizational Psychology @ Appalachian State University. With a robust skill set that includes Investments, Asset Allocation, Retirement Planning, Securities, Mutual Funds and more. M. Jones has 1 emails on RocketReach.
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