Devin Jones

Devin Jones Email and Phone Number

Financial Advisor @ MACDONALD FINANCIAL SERVICES
Loveland, CO, US
Devin Jones's Location
Loveland, Colorado, United States, United States
Devin Jones's Contact Details

Devin Jones personal email

n/a
About Devin Jones

I have been working in the investment industry since 1995. My career began at First National Bank of Fort Collins, part of First National Bank of Omaha, where I worked for 6 years. After becoming manager of their investment branch, I moved to Union Colony Bank, where I oversaw the operations of the investment department for 7 years. I started working at Macdonald Financial Services in 2007, and am responsible for the management and monitoring of client investment portfolios. This includes the creation and implementation of financial plans, asset modeling, review meetings and ongoing client dialogue and communications.Specialties: Retirement planning, 401(k) rollovers, college planning, universal life insurance, separately managed accounts, investment portfolio construction.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.macdonaldfinancialservices.com.

Devin Jones's Current Company Details
MACDONALD FINANCIAL SERVICES

Macdonald Financial Services

View
Financial Advisor
Loveland, CO, US
Employees:
6
Devin Jones Work Experience Details
  • Macdonald Financial Services
    Financial Advisor
    Macdonald Financial Services
    Loveland, Co, Us
  • Macdonald Financial Services
    Financial Consultant
    Macdonald Financial Services Dec 2007 - Present
    I am responsible for the management and monitoring of client investment portfolios. This includes the creation and implementation of financial plans, asset modeling, review meetings and ongoing client dialogue and communications.For hyperlinks to FINRA and SIPC, please refer to the website section above.
  • Union Colony Bank
    Financial Consultant
    Union Colony Bank May 2000 - Dec 2007
    I was responsible for the management and monitoring of client investment portfolios. This includes the creation and implementation of financial plans, asset modeling, review meetings and ongoing client dialogue and communications.
  • First National Bank Of Colorado
    Financial Consultant
    First National Bank Of Colorado Dec 1993 - May 2000
    I was responsible for the management and monitoring of client investment portfolios. This includes the creation and implementation of financial plans, asset modeling, review meetings and ongoing client dialogue and communications.

Devin Jones Skills

Retirement Planning Investments Portfolio Management Securities Financial Services Finance 401k Rollovers Wealth Management Retirement Financial Planning Strategic Financial Planning Roth Ira Estate Planning Iras Fixed Annuities Mutual Funds Investment Advisory 529 Plans Financial Advisory Simple Ira Investment Selection Wealth Management Services Investment Strategies Personal Finance Financial Goals Financial Planners Managing Accounts Retirement Services Sep Tactical Asset Allocation Universal Life Managed Accounts Sma

Devin Jones Education Details

Frequently Asked Questions about Devin Jones

What company does Devin Jones work for?

Devin Jones works for Macdonald Financial Services

What is Devin Jones's role at the current company?

Devin Jones's current role is Financial Advisor.

What is Devin Jones's email address?

Devin Jones's email address is de****@****lpl.com

What is Devin Jones's direct phone number?

Devin Jones's direct phone number is +197066*****

What schools did Devin Jones attend?

Devin Jones attended Colorado State University, Western State College.

What are some of Devin Jones's interests?

Devin Jones has interest in Children, Broncos, Avalanche, Economic Empowerment, Politics, Education, Animal Welfare, Camping, Hunting, Fishing.

What skills is Devin Jones known for?

Devin Jones has skills like Retirement Planning, Investments, Portfolio Management, Securities, Financial Services, Finance, 401k Rollovers, Wealth Management, Retirement, Financial Planning, Strategic Financial Planning, Roth Ira.

Who are Devin Jones's colleagues?

Devin Jones's colleagues are Andrew (Aj) Macdonald, Abel Mcbride.

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