Tim Jones
Senior Vice President / Complex Director at Janney Montgomery Scott LLC
- Role
- Complex Director at Janney Montgomery Scott LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tim Jones
30 years of experience in the Financial Services Industry. My focus has been on…
Experience
Complex Director
Dec 2019 — Present · Charlotte, NC, US
Education
The Wharton School, University of Pennsylvania
Securities Industry Institute
1992 — 1994
Wake Forest University
BA
1980 — 1984
Skills
- Retirement Planning
- Finra
- Hedge Funds
- 401k
- Investment Advisory
- Management
- Strategy
- Business Development
- Etfs
- Wealth Management
- Retirement
- Bonds
- Strategic Financial Planning
- Fixed Income
- Iras
- Wealth
- Asset Management
- Financial Advisory
- Uniform Combined State Law
- Portfolio Management
- Mergers
- Relationship Management
- Investments
- Options
- Asset Managment
- Capital Markets
- Series 7
- Investment Strategies
- Alternative Investments
- Finance
- Private Equity
- Insurance
- Series 24
- Mergers & Acquisitions
- Financial Services
- Investment Management
- Investment Banking
- Wealth Management Services
- Private Banking
- Fixed Annuities
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