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Ian Jones
Partner, Personal CFO at The Wealth Consulting Group
Experienced financial professional with 15+ years of experience in wealth management and financial consulting.
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Location
San Diego, California, United States, US
Bio
Generated by
Topline AI
Ian Jones is a seasoned financial professional with over 15 years of experience in wealth management and financial consulting. He has held various leadership roles, including Partner, Personal CFO at The Wealth Consulting Group, and Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors. He brings expertise in financial planning, investment analysis, and client relationship management to his current position.
Ian holds a strong educational background, with a solid foundation in finance and business.
Experience
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The Wealth Consulting Group
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7676 Hazard Center Dr suite 1050, San Diego, CA...
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Partner, Personal CFO
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May 2019 - Present
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7676 Hazard Center Dr suite 1050, San Diego, CA...
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Wells Fargo Advisors
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San Diego, CA
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Senior Financial Advisor, First Vice President - Investments
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Jun 2004 - May 2019
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San Diego, CA
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Financial Consultant
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Aug 1999 - Jun 2004
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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