Brian K. Jones, MBA, CFP®, is a purposeful sales executive currently serving as a Securities Principal in Asset and Wealth Management at JPMorgan Chase & Co. With an extensive background in mortgage and financial services, Brian has held various roles including Certified Financial Planner at Principal Financial Group and Senior Loan Officer at Rowlett Mortgage. They possess strong analytical skills, utilizing tools like Python, SQL, and Tableau, while also excelling in team leadership and client relations. Brian is currently pursuing a Bachelor of Business Administration in Financial Planning and Services at the University of North Texas, along with a Master of Business Administration in Finance from The University of Texas at Dallas.
Location
Dallas, United States
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