Description: Jeff Jones strives to ensure clients are invested appropriately for the amount of return they need to achieve their goals and at a level of risk they are comfortable with.
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Jeff Jones Vice President, Investments [email protected]
For more than a decade, Jeff has been helping clients manage their portfolios and has seen them through constantly changing – and sometimes difficult – markets. This experience has provided him with insight as to what it takes to help clients remain level-headed through times when emotions can improperly influence investment decisions. And it is why he places such a high importance on client education today.
By understanding the influences in Jeff’s past, we can better understand his choice to pursue a career in the financial services industry. Like most kids, Jeff enjoyed trading baseball cards. But, with a father in the investment business, his interest soon shifted from buying baseball cards to buying the baseball card company’s stock. With that kind of family history, Jeff’s decision to join his father in the business at Smith Barney in 2004 came as no surprise. After his dad retired in 2006, Jeff formed a