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Ian Jones
Ian Jones
Partner, Personal Chief Financial Officer | The Wealth Consulting Group
San Diego, California, United States
Ian Jones
Summary
Ian Jones is a seasoned financial professional based in San Diego, California, with extensive experience in the financial services industry. He currently serves as a Partner and Personal Chief Financial Officer at The Wealth Consulting, where he leverages his expertise to guide clients in achieving their financial goals. With a career spanning over two decades, Ian has held senior roles at prestigious firms such as Wells Fargo Advisors and J.P. Morgan Chase. His deep understanding of financial markets and personalized approach has earned him a reputation as a trusted advisor. Ian's leadership experience at a C-level position highlights his capability to steer organizations towards success. He is passionate about empowering clients through financial literacy and strategic planning. Ian's journey reflects a commitment to excellence and a drive for continuous professional growth. Outside of work, he is likely to engage in community initiatives that promote financial education.
Ian Jones
Work Experience
Partner, Personal Chief Financial Officer at
The Wealth Consulting
Present
Partner, Personal Chief Financial Officer at
The Wealth Consulting Group
May 2019 - Present
Senior Financial Advisor, First Vice President - Investments at
Wells Fargo Advisors
June 2004 - May 2019
Financial Consultant at
Jpmorgan Chase
August 1999 - June 2004
Frequently Asked Questions about Ian Jones
What is Ian Jones email address?
Ian Jones's primary email address is ***@wealthcg.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Ian Jones work for?
Ian Jones is a Partner, Personal Chief Financial Officer at The Wealth Consulting Group, a company specializing in Monetary Authorities-Central Bank.
How can I directly contact Ian Jones?
To contact Ian Jones directly, you can use the email address ***@wealthcg.com. Complete contact information is available upon registration with Muraena.
Who is Ian Jones?
Ian Jones is a seasoned financial professional based in San Diego, California, with extensive experience in the financial services industry. He currently serves as a Partner and Personal Chief Financial Officer at The Wealth Consulting, where he leverages his expertise to guide clients in achieving their financial goals. With a career spanning over two decades, Ian has held senior roles at prestigious firms such as Wells Fargo Advisors and J.P. Morgan Chase. His deep understanding of financial markets and personalized approach has earned him a reputation as a trusted advisor. Ian's leadership experience at a C-level position highlights his capability to steer organizations towards success. He is passionate about empowering clients through financial literacy and strategic planning. Ian's journey reflects a commitment to excellence and a drive for continuous professional growth. Outside of work, he is likely to engage in community initiatives that promote financial education.
Ian`s contact details
***@wealthcg.com
Colleagues
Chief Operating Officer
Chief Growth Officer
Managing Partner & Personal CFO
MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™
Personal CFO, Wealth Advisor
Managing Partner
Managing Partner, Personal CFO
Chief Investment Officer
Consultant
Partner, Personal CFO