Gerald Jones
Director, Wealth Manager @Steward Partners
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WORK HISTORY
Director, Wealth Manager @Steward Partners
Milwaukee, WI, US
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Disclosures\" page on our website
EDUCATION
Heidelberg University
BS, Economics
ABOUT GERALD JONES
I have served clients in the financial services industry since 1986. My goal is to…
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