Brian Jones, MBA

Financial Advisor


Brian Jones has a background in corporate finance where he has held positions in public companies as Director of Finance and Controller.  Brian’s 20-plus years of experience in corporate finance and his extensive background in financial planning and analysis make him a great fit for our team.

As a member of the Robare & Jones Investment Policy Committee, Brian is actively involved in the decision-making process of how we invest capital on behalf of our clients across a wide spectrum of public and private market opportunities.

Brian is Series 7 and 66 Securities licensed.  He meets with clients regularly to update them about the current economic and investment environment and discusses any possible changes that might be warranted in their wealth management strategy. Brian earned his MBA and an undergraduate degree from LSU with a BS in Finance. He lives in Spring with his wife and two daughters.

 

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