James Gatlin Jones

Directeur Général chez Sterling Investment Advisors LLC

Profil

Mr. James G.
Jones, CFA MBA, is Founder & Chief Executive Officer at Sterling Investment Advisors LLC.
He has over 25 years of experience in wealth management, Jones has extensive experience in insurance, estate planning, tax planning, as well as the entire investment management process of defining investor goals, risk assessment, asset allocation, and ongoing review/adjustment.
Prior to founding Sterling Investment Advisors in 1995, Mr. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University.
He has a B.S.
in Economics/Business Administration from Southwest Baptist University and a Masters in Business Administration (MBA) from the University of Arkansas.
His professional designations include the Chartered Financial Analyst, Certified Kingdom Advisor, Chartered Life Underwriter and Chartered Financial Consultant.

Postes actifs de James Gatlin Jones

Sociétés	Poste	Début
Sterling Investment Advisors LLC	Directeur Général	01/01/1995

Anciens postes connus de James Gatlin Jones

Sociétés	Poste	Fin
Southern Baptist University	Corporate Officer/Principal	31/12/2000

Formation de James Gatlin Jones

Southern Baptist University	Undergraduate Degree
The University of Arkansas	Masters Business Admin