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Chad Jones, CWS®, CRPC®, AAMS®

Vice President
Portfolio Manager

Chad began his investment career in 1999 as a Trading Officer with Citigold Services, where he developed a strong trading foundation, technical market analysis, and risk management. He has had held various investment advisory roles at Banc of America Investment Services, JPMorgan Chase, Merrill Lynch, and Frost Brokerage Services. His expertise is working closely with high-net-worth individuals and business owners to develop sophisticated investment and risk management strategies. He is committed to delivering client-centric financial planning, active investment management solutions, risk mitigation, and philanthropic gifting strategies.

Chad graduated with a Bachelor of Business Administration with a Finance specialization from the University of the Incarnate Word. He holds a Certified Wealth Strategist (CWS®), Accredited Asset Management Specialist (AAMS®), and Chartered Retirement Planning Counselor (CRPC®) designations in addition to a Series 65 License.

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