James Gatlin Jones
Algemeen Directeur bij Sterling Investment Advisors LLC
Profiel
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.
Actieve functies van James Gatlin Jones
Bedrijven | Functie | Begin |
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Sterling Investment Advisors LLC
Sterling Investment Advisors LLC Investment ManagersFinance Sterling Investment Advisors LLC (SIA) is an independent registered investment advisor headquartered in Bolivar, Missouri. The firm was founded by James G. Jones in 1995. SIA provides investment management advisory services to individuals, estates, trusts, charitable organizations, corporations, pension and profit-sharing plans, and an endowment. | Algemeen Directeur | 01-01-1995 |
Eerdere bekende functies van James Gatlin Jones
Bedrijven | Functie | Einde |
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Southern Baptist University | Corporate Officer/Principal | 31-12-2000 |
Opleiding van James Gatlin Jones
Southern Baptist University | Undergraduate Degree |
The University of Arkansas | Masters Business Admin |
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Sterling Investment Advisors LLC
Sterling Investment Advisors LLC Investment ManagersFinance Sterling Investment Advisors LLC (SIA) is an independent registered investment advisor headquartered in Bolivar, Missouri. The firm was founded by James G. Jones in 1995. SIA provides investment management advisory services to individuals, estates, trusts, charitable organizations, corporations, pension and profit-sharing plans, and an endowment. | Finance |