Devin Jones Email and Phone Number
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Devin Jones personal email
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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.
Macdonald Financial Services
View- Website:
- macdonaldfinancialservices.com
- Employees:
- 6
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Financial AdvisorMacdonald Financial ServicesLoveland, Co, Us
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Financial ConsultantMacdonald Financial Services Dec 2007 - PresentI 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.
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Financial ConsultantUnion Colony Bank May 2000 - Dec 2007I 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.
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Financial ConsultantFirst National Bank Of Colorado Dec 1993 - May 2000I 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
Devin Jones Education Details
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Economics -
Finance
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.
Not the Devin Jones you were looking for?
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Devin Jones
San Francisco Bay Area -
1inspiritai.com -
5gmail.com, schoolhousecorporate.com, schoolhousemontessori.com, schoolhousemontessori.com, schoolhousemontessori.com1 (734) 4XXXXXXX
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Devin Jones
New York, Ny4gmail.com, exelate.com, nielsen.com, laasie.ai5 +173267XXXXX
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