Caleb Jones
Solidarity Wealth Intern | UVU Personal Financial Planning | FinServ Fellow | Aspiring Wealth Advisor
- Role
- Wealth Management Intern at Solidarity Wealth
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Caleb Jones
I’m a financial planning student at UVU with hands-on experience at both an RIA and a…
Experience
Wealth Management Intern
May 2025 — Present · Lehi, UT, US
Supported the firm’s financial planner to develop client financial plans and prepare materials for advisor meetings- Built the firm’s email outreach system with automated workflows and templates to streamline client communications and support business growth- Developed a database of 500+ Utah County tech leaders to identify and engage potential clients and strategic partners.
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