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Ian Jones

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Ian Jones

Partner, Personal Chief Financial Officer | The Wealth Consulting Group

San Diego, California, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Ian Jones

Work Experience

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Partner, Personal Chief Financial Officer at

The Wealth Consulting

Present

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Partner, Personal Chief Financial Officer at

The Wealth Consulting Group

May 2019 - Present

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Senior Financial Advisor, First Vice President - Investments at

Wells Fargo Advisors

June 2004 - May 2019

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Financial Consultant at

Jpmorgan Chase

August 1999 - June 2004

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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

mail

***@wealthcg.com

Colleagues

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Mike Woitkoski Personal Cfo

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Lan Tran

MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™

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Aams Mark Starr

Personal CFO, Wealth Advisor

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Anthony Turcotte

Managing Partner

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Csric™ Clinton Akerberg

Managing Partner, Personal CFO

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Jim Worden Cfa Cmt Caia

Chief Investment Officer

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Marlo Stil

Consultant

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Cheryl Constantino Cfp

Partner, Personal CFO

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