John Jones

John Jones Email and Phone Number

Founder & Registered Investment Advisor at John Schooler Jones LLC @
John Jones's Location
Petaluma, California, United States, United States
John Jones's Contact Details

John Jones personal email

n/a
About John Jones

As a seasoned financial advisor with over 20 years of experience, I specialize in providing personalized investment and financial planning services to family-owned businesses and individuals seeking to secure their financial futures. My firm, John Schooler Jones LLC, is dedicated to empowering clients through tailored strategies that align with their unique goals and aspirations.My areas of expertise include family business ownership and succession planning, investment management, and estate planning. I’m passionate about helping family-owned businesses create lasting legacies by guiding them through the complexities of ownership transitions and ensuring that their personal values are maintained for generations to come.Before founding my own firm, I built a strong foundation in corporate banking at Wells Fargo and Westamerica Bank, where I provided tailored business banking services to closely held businesses. This experience equipped me with a deep understanding of financial dynamics and the unique challenges faced by family-owned enterprises.At John Schooler Jones LLC, I prioritize a client-first approach, where trust, transparency, and long-term partnerships form the basis of every financial strategy. I’m committed to ongoing professional development and staying current on the latest market trends and financial strategies to ensure that my clients receive the most informed and effective guidance.

John Jones's Current Company Details
John Schooler Jones LLC

John Schooler Jones Llc

Founder & Registered Investment Advisor at John Schooler Jones LLC
John Jones Work Experience Details
  • John Schooler Jones Llc
    Owner
    John Schooler Jones Llc 2003 - Present
    Sonoma County, California, United States
  • Kelso & Company
    Cfo
    Kelso & Company Jan 1975 - Dec 1977
    Worked as CFO for Louis Kelso, inventor of ESOPs, founder of Kelso & Company, and pioneer in the design, implementation, and application of first ESOPs. Kelso was instrumental in the establishment of legislation that enabled the implementation of his ideas. Of greater historical importance, the ESOP was just one of several real world applications of Kelso's potentially transformative economic insight into a fundamental and unconsciously overlooked error throughout all of economic history. To fully appreciate its significance, it is helpful to put Kelso's revolutionary idea in context by comparing it to the three dominant and applied economic framings since the industrial revolution. These three 'framings' are mostly identified or associated with three economists: Adam Smith with laissez faire economics; Karl Marx with Communist economics; and John Maynard Keynes with mixed economics. What makes Kelso's insight 'Copernican' is that it disagrees with the three main economic ideas on the point on which they are in agreement - and in error.

John Jones Skills

Financial Advisory Financial Services Succession Planning Asset Management Analysis Entrepreneurship Strategic Planning Strategic Financial Planning Tax Financial Analysis Budgets Accounting Online Advertising Sales Financial Reporting Customer Service Microsoft Office Financial Planning

John Jones Education Details

Frequently Asked Questions about John Jones

What company does John Jones work for?

John Jones works for John Schooler Jones Llc

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

John Jones's current role is Founder & Registered Investment Advisor at John Schooler Jones LLC.

What is John Jones's email address?

John Jones's email address is jo****@****nes.com

What schools did John Jones attend?

John Jones attended University Of San Francisco, University Of Nebraska-Lincoln.

What are some of John Jones's interests?

John Jones has interest in Photography, Surfing, Mountain Biking.

What skills is John Jones known for?

John Jones has skills like Financial Advisory, Financial Services, Succession Planning, Asset Management, Analysis, Entrepreneurship, Strategic Planning, Strategic Financial Planning, Tax, Financial Analysis, Budgets, Accounting.

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