Angel Jones

Partnerships & Wholesale, Investment Advisors | Wealth Solutions, Retirement, & Savings Platform | Vestwell

Role
Partnerships, Investment Advisors at Vestwell
Location
Austin, TX, US
LinkedIn followers
500 followers

Experience

  1. Partnerships, Investment Advisors

    Vestwell

    Mar 2026 — Present · Austin, TX, US

    Focused on partnerships, education, growth enablement and savings options for advisors and their clients.• Consulting on retirement, equity, and savings through plan design, fiduciary roles, TPA’s, conversions/start-ups, payroll integration, and wealth solutions.• Powering JP Morgan’s SMB savings platform and 401(k) offerings.

Education

  • The University of Texas at San Antonio

    Bachelor's Degree, Business Administration, Management and Operations

  • San Antonio College

    Associate of Science - AS, Architecture and Design

    2018 — 2020

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Angel Jones — Partnerships, Investment Advisors at Vestwell in Austin, TX, US | Unifers