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Brad Jones
Brad Jones
VP of Wealth Management / Financial Planner | Northern Trust Wealth Management
Florida, Naples, United States
Brad Jones
Summary
Brad Jones is a seasoned Senior Portfolio Manager at Northern Trust Company in Naples, Florida, where he excels in managing client portfolios and implementing investment strategies. With a strong background in financial planning and asset allocation, he is adept at forming investment policies and conducting thorough performance reviews. Brad's educational foundation includes a Bachelor of Science in Family Resource Management from The Ohio State University, complemented by his Certified Financial Planner™ certification. His extensive experience in wealth management positions him as a trusted advisor for clients seeking holistic financial solutions. In addition to his professional achievements, Brad is fluent in German, adding a unique dimension to his client interactions. He has held multiple leadership roles within Northern Trust, showcasing his commitment to excellence in the financial services industry. Outside of work, he is likely to stay updated on emerging investment trends, reflecting his dedication to continuous professional growth.
Brad Jones
Work Experience
SVP, Senior Portfolio Manager, Team Leader at
Northern Trust Wealth Management
February 2020 - Present
Brad Jones
Education
The Ohio State University, Bachelor of Science - BS, Family Financial Management / Economics
January 1997 - January 2002
Frequently Asked Questions about Brad Jones
What is Brad Jones email address?
Brad Jones's primary email address is **********@northerntrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brad Jones work for?
Brad Jones is a VP of Wealth Management / Financial Planner at Northern Trust Wealth Management.
Where Brad Jones graduated from?
Brad Jones holds a degree in null from The Ohio State University.
How can I directly contact Brad Jones?
To contact Brad Jones directly, you can use the email address **********@northerntrust.com. Complete contact information is available upon registration with Muraena.
Who is Brad Jones?
Brad Jones is a seasoned Senior Portfolio Manager at Northern Trust Company in Naples, Florida, where he excels in managing client portfolios and implementing investment strategies. With a strong background in financial planning and asset allocation, he is adept at forming investment policies and conducting thorough performance reviews. Brad's educational foundation includes a Bachelor of Science in Family Resource Management from The Ohio State University, complemented by his Certified Financial Planner™ certification. His extensive experience in wealth management positions him as a trusted advisor for clients seeking holistic financial solutions. In addition to his professional achievements, Brad is fluent in German, adding a unique dimension to his client interactions. He has held multiple leadership roles within Northern Trust, showcasing his commitment to excellence in the financial services industry. Outside of work, he is likely to stay updated on emerging investment trends, reflecting his dedication to continuous professional growth.
Brad`s contact details
**********@northerntrust.com
**********@lfg.com
**********@ntrs.com
Colleagues
Senior Relationship Advisor, Senior Vice President
Vice President & Associate Wealth Advisor
Senior Consultant
Assistant Vice President and Trust Administrative Officer
Chief Administrative Officer Central Region, Senior Vice President
2nd VP - Officer - Associate
Trust Administration
2nd Vice President
Vice President
Investment Associate