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Tim Jones
Tim Jones
Complex Director
Charlotte, North Carolina, United States
Tim Jones
Summary
Tim Jones is a seasoned financial services executive with over 30 years of experience, currently serving as Senior Vice President and Complex Director at Janney Montgomery Scott LLC in Charlotte, North Carolina. He has a proven track record in business development, having successfully expanded territories and recruited top talent throughout his career. Tim's expertise spans a wide range of financial products and services, including 401k plans, alternative investments, and wealth preservation strategies. He has held leadership roles at prestigious firms like Wells Fargo Advisors and Morgan Stanley, where he was instrumental in driving revenue growth and enhancing operational efficiency. Tim is known for his consultative approach to client relationships and his commitment to compliance and ethical standards in financial advising. His educational background includes specialized training at The Wharton School, which complements his extensive industry knowledge. Outside of work, Tim is passionate about mentoring the next generation of financial professionals.
Tim Jones
Work Experience
Complex Director at
Janney Montgomery Scott LLC
December 2019 - Present
Regional Brokerage Manager at
Wells Fargo Advisors
July 2014 - December 2019
Regional Executive at
Deutsche Asset & Wealth Management
April 2014 - July 2014
Principal at
TSJ Consulting Inc.
February 2011 - April 2014
Complex Director at
RBC Wealth Management
August 2004 - November 2010
Southeast Business Development Director at
Rbc Wealth Management
August 2004 - November 2010
Area Director at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
May 2003 - August 2004
Area Director at
Morgan Stanley Nyse
April 2002 - August 2004
President, AmSouth Investment Services at
AmSouth Bank
March 2002 - May 2003
President at
Amsouth Investment Services
March 2002 - April 2003
financial consultants at
Wells Fargo & Company
October 1988 - March 2002
Regional President at
Wells Fargo Advisors
October 1988 - March 2002
Regional Director at
WACHOVIA SECURITIES PTY LTD
January 1988 - January 2002
Regional President at
Private Client Group
January 2001 - January 2002
Managing Director at
Private Client Group
January 1998 - January 2001
Regional Director at
Large Markets
January 1997 - January 1998
Branch Director at
Charlotte Retail Office
January 1994 - January 1997
Branch Director at
Greensboro Retail Office
January 1992 - January 1994
Financial Consultant at
Interstate Johnson Lane
January 1988 - January 1992
Financial Consultant at
Robinson Humphrey
January 1986 - January 1988
Retail Branch Manager at
Ncnb
January 1984 - January 1986
Tim Jones
Education
The Wharton school, university of pennsylvania
January 1992 - January 1994
January 1980 - January 1984
Frequently Asked Questions about Tim Jones
What is Tim Jones email address?
Tim Jones's primary email address is **@janney.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Tim Jones graduated from?
Tim Jones holds a degree in Securities Industry Institute from The Wharton school, university of pennsylvania.
How can I directly contact Tim Jones?
To contact Tim Jones directly, you can use the email address **@janney.com. Complete contact information is available upon registration with Muraena.
Who is Tim Jones?
Tim Jones is a seasoned financial services executive with over 30 years of experience, currently serving as Senior Vice President and Complex Director at Janney Montgomery Scott LLC in Charlotte, North Carolina. He has a proven track record in business development, having successfully expanded territories and recruited top talent throughout his career. Tim's expertise spans a wide range of financial products and services, including 401k plans, alternative investments, and wealth preservation strategies. He has held leadership roles at prestigious firms like Wells Fargo Advisors and Morgan Stanley, where he was instrumental in driving revenue growth and enhancing operational efficiency. Tim is known for his consultative approach to client relationships and his commitment to compliance and ethical standards in financial advising. His educational background includes specialized training at The Wharton School, which complements his extensive industry knowledge. Outside of work, Tim is passionate about mentoring the next generation of financial professionals.
Tim`s contact details
**@janney.com