Tyler Jones, CFA

Chief Investment Officer at RAI Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Bio

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Credentials

  • Charter Financial Analyst (CFA) Charterholder
    CFA Institute
    Feb, 2021
    - Nov, 2024

Experience

  • RAI Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Apr 2023 - Present

  • First Trust
    • Wheaton, IL
    • Research Analyst
      • Jan 2018 - Present

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • College Financial Representative
      • May 2016 - Dec 2016

      Seeking out potential clients via telephone, arranging meetings with prospects, providing financial planning and risk management Seeking out potential clients via telephone, arranging meetings with prospects, providing financial planning and risk management

  • Kanakuk
    • United States
    • Travel Arrangements
    • 100 - 200 Employee
    • Counselor
      • May 2015 - Jul 2015

      Supervising middle school age children Coaching children to complete triathlons Leading devotionals and providing spiritual instruction Supervising middle school age children Coaching children to complete triathlons Leading devotionals and providing spiritual instruction

Education

  • Wheaton College
    Bachelor's degree, Economics
    2014 - 2017
  • Glenwood High School
    High School
    2010 - 2014

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